BMO Financial Group Careers and Employment

What is it like to work at BMO Financial Group?

3.7Work/Life Balance
3.5Salary/Benefits
3.4Job Security/Advancement
3.4Management
3.6Culture
4.0
Client Relationship Specialist
Written by Client Relationship Specialist (Current Employee) from Montréal, QC on 20 January 2019
Place and approve unsolicited trades in client accounts for equities, options,
bonds, fixed income, foreign exchange and mutual funds
• Outbound and inbound calls with high value clients, financial planners, branch
partners, and all relevant departments
• Credit calls for debits and margin calls. Communicating with clients modified loan
conditions/margin - more... rates based on exposure deemed acceptable by the firm
• Opening registered and non-registered personal and non-personal accounts such
as trusts, estate, corporate, tax free and retirement accounts. - less
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