
Investment Client Relations Specialist
BMO U.S., San Francisco, California, United States, 94199
A leading financial institution is seeking an individual to provide administrative and operational support in financial and investment planning. Responsibilities include identifying performance gaps, building client relationships through both internal and external means, and ensuring compliance with regulatory requirements. Candidates should have 2-3 years of relevant experience, advanced knowledge of investment processes, and possess strong communication and analytical skills. A comprehensive benefits package is offered, along with a competitive salary range.
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