Act as a vital support system for Investment Advisors at BMO Nesbitt Burns as an Investment Support Associate, focusing on superior client service experiences.
This role, requiring 3-5 years of relevant experience, involves managing client relations and day-to-day administrative tasks to support Investment Advisors effectively. You'll excel in tasks including scheduling client reviews, addressing inquiries, and executing trades, while also ensuring compliance with industry regulations. Your strong organizational skills will aid in maintaining accurate client documentation and enhancing overall client satisfaction.
Key Responsibilities:
• Schedule and assist in preparing client portfolio reviews
• Manage client inquiries and execute trades efficiently




• Maintain accurate client databases and records
• Assist in marketing initiatives and client events
• Coach recent team members in best practices
Requirements:
• 3-5 years in related experience in investment services
• Advanced understanding of client needs and investment processes
• Strong communication and analytical skills
• Ability to maintain compliance with regulatory requirements
• Proven skills in problem-solving and client management
Deliver exceptional service and build valuable relationships as an Investment Support Associate with BMO.
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📌 Investment Support Associate at BMO (Vancouver)
🏢 Bank of Montreal
📍 Vancouver