Teams at BMO

Provides administrative, operational, and client service support for a private wealth team. Responsibilities include maintaining client relationships, supporting investment planning, conducting outbound calls, coordinating marketing materials, resolving complaints, preparing reports and dashboards, organizing client meetings, tracking strategic initiatives, and following risk, compliance, legal, and regulatory requirements.

The Associate supports daily operations in deposits and payments, ensuring service requests are handled accurately and efficiently while collaborating with stakeholders.

Build and manage referral networks to generate mortgage originations, guide customers through application and processing, deliver targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report insights, and provide exceptional bilingual customer service in French and English.