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Premier Client Specialist @ BMO

Gurnee, IL 60031, United States of AmericaOnsiteFull-timePosted 3 days ago

Opens on the employer's site

About this role

Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Advanced understanding of dep.... Category: Retail Banking Sales & Service

Skills

client servicetechnical proficiencyfinra series 65 licenseportfolio managementretirement planssales targetsrisk management frameworkseries 6compliance policiesflow analysisclient contactfinra series 63 licensefinra series 66 licensebusiness plancash management

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