Wealth Planning Client Specialist

BMO

San Diego, CA

JOB DETAILS
SKILLS
Customer Experience, Financial Planning, Financial Services, Tuition Reimbursement, Wealth Management
LOCATION
San Diego, CA
POSTED
Today

BMO is seeking a dedicated support professional for its wealth management team in San Diego, California. This role involves collaborating with Wealth Advisors to enhance client experiences through detailed financial planning and exceptional service.The ideal candidate should possess 3-5 years of relevant experience, a post-secondary degree, and specialized knowledge in financial services. Benefits include health insurance, tuition reimbursement, and retirement savings plans.#J-18808-Ljbffr

About the Company

B

BMO