Client-Focused Portfolio Associate
Bank of Montreal
Bank of Montreal in Scottsdale seeks an Associate for Wealth Sales & Service to support Portfolio Managers and client relationships. You will handle account administration, client service, and proactive communication, collaborating on IPSs and onboarding. The role involves year-end planning support, reporting, and financial planning deliverables, with opportunities to grow toward CFP/CFA/MBA credentials. #J-18808-Ljbffr Bank of Montreal
Vacancy posted 3 days ago
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