Wealth Management / Client Operations Associate - BMO - Bank Of Montreal : Job Details

Application Deadline:07/31/2025 Address:4380 S Macadam Avenue. Job Family Group:Customer Shared Services. Looking for candidates that have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management, Family Office, RIA Firms with past operations or support knowledge. Gathers and analyzes investment performance data, communicates results to clients, pension consultants, and management. Verifies fund result accuracy, monitors trends, and reviews and recommends benchmarks and/or peer groups for evaluating investment performanceSupports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information. Integrate...Operations Associate, Operations, Management, Wealth, Associate, Client, Manufacturing, Banking