About this role
Client Service Analyst at Bmo. Location: New York, New York, United States. Role: supporting clients, preparing proposals, producing reports Requirements: 4+ years experience and post-secondary degree or equivalent; deep knowledge of financial planning and wealth management; strong communication, analytical, collaboration and influence skills; proficiency with office and sales management software. Category: Finance Seniority: Mid Level Commitment: Full Time Workplace: Onsite Languages: English