Client Operations Associate
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About The Position
Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family office that defines exceptional client experience. We seek to provide the most high-touch, objective expertise needed to support and serve the wealth of families and families of wealth. Our core services to families include Investment Advisory (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust). We deliver services to clients primarily through BMO Family Office, LLC, BMO Bank N.A., and BMO Delaware Trust. Together, we have over 130 professionals who service approximately 300 families and manage or advise on approximately $20 billion in assets and administer another $75+ billion in assets.
