Client Service Associate
London, ONBank of Montreal
3+ ansBank of Montreal asks for typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administration, and good communication, organization and teamwork skills. Candidates must meet the licensing and certification requirements for the branch's jurisdiction.
Scheduling, Documentation, Sales, Customer experience, Confidentiality, Regulatory compliance
Centralized Support Associate, Nesbitt Burns
QuebecBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience, preferably with Nesbitt Burns, and advanced knowledge of investment processes and administrative procedures. They must be fluent in French and English, learn quickly and work independently in a virtual setting.
Sales Administration Manual