Wealth Client Services Specialist
Hispanic Alliance for Career Enhancement
BMO Financial Group is seeking a client portfolio support professional to assist wealth advisors and relationship managers in developing business, conducting market research, and identifying prospective clients. You will serve as the primary service contact, manage client issues, and coordinate activities for strategic initiatives while maintaining regulatory standards. The role emphasizes collaboration with internal and external stakeholders, preparing financial plan reports, and updating sales #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
Vacancy posted 2 days ago
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