Client Service Associate
London, ONTemps plein
BN
BMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and the required licences. Good communication, organization, teamwork and problem-solving skills are also needed.
client database
Centralized Support Assistant, Nesbitt Burns
QuebecTélétravailTemps plein
BN
BMO Nesbitt Burns Inc.
3+ ansCandidates need three or more years of experience at Nesbitt Burns preferred, strong knowledge of wealth management workflows, and proven ability to complete complex administrative work accurately. Fluency in French and English, strong communication skills, and the ability to work independently in a virtual setting are required.
Financial planning software, Client database