Become an Investment Client Service Associate at BMO Nesbitt Burns, where building trusted client relationships is key. Provide top-notch support to Investment Advisors and enhance client service experiences.
This role requires passion and skills to assist with account operations, client communication, and marketing initiatives within a dynamic environment. You will coordinate client reviews, manage client accounts, and foster long-term relationships to achieve business objectives. Your contributions will help elevate client satisfaction and loyalty.
Key Responsibilities:
• Prepare and book meetings with new prospects
• Monitor incoming and outgoing assets for rebalancing
• Handle client account inquiries and maintenance
• Generate reports and documentation for IAs
• Mentor junior team members in best practices
Requirements:
• 3-5 years of industry-related experience
• CIRO Investment Representative license required
• Proficient in compliance and regulatory knowledge
• Robust verbal and written communication skills
• Good teamwork and organizational skills
Support a cooperative environment and drive client success at BMO Nesbitt Burns.
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📌 Investment Client Service Associate Role (Toronto)
🏢 BMO
📍 Toronto