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Senior Financial Services Executive

BMO Financial
Alhambra, CA Full Time
POSTED ON 4/12/2025
AVAILABLE BEFORE 5/10/2025

**Responsibilities**

The Senior Premier Relationship Manager is accountable for:

  • Building and maintaining strong relationships with mass affluent clients
  • Identifying and pursuing new sales opportunities
  • Providing personalized service and support to clients
  • Collaborating with internal stakeholders to deliver exceptional customer experiences
  • Staying up-to-date on industry trends and developments

Additional responsibilities may include:

  • Developing and implementing sales strategies to achieve business objectives
  • Managing and analyzing data to inform business decisions
  • Maintaining accurate records and reports

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