Rebecca MacEwen
Marketing Assistant - Wealth Management Private Client Division at Bmo Nesbitt Burns at Bmo Nesbitt Burns
Based in Canada
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Seniority
Staff
Department
Other
Location
Canada
Industry
Investment Management
Company size
2.4K
Contact information
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r•••••••@bmo.com
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Background
About Rebecca MacEwen
In my role at BMO Nesbitt Burns within The Naylor Investment Group, I’m responsible for administration and client relations, working closely with high-net-worth professionals and families to provide ongoing sales and operational support for Investment Advisors – from account maintenance to portfolio reviews, scheduling and coordination. Levering a depth of customer service and sales experience, strong interpersonal skills, and extensive financial product knowledge, I’m able to engage – and connect – with clients on a deeper level, helping to enhance the overall experience, and further nurture long-term relationships. Detail oriented, responsive, and hands-on in my approach, my goal is to exceed expectations through prompt, professional service, and seamless execution. Ultimately, I’m motivated by the ability to truly make a difference in the lives of Canadians, and the tremendous satisfaction I feel helping clients achieve their goals for accumulated wealth. For disclaimer details, please click here:
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