Join BMO Financial Group as a Client Service Assistant, providing essential support to Investment Advisors and ensuring exceptional client experiences. This position offers a chance to grow client relationships and assist with investment needs. In this client-focused role, you will support one or more Investment Advisors with day-to-day administrative tasks in the Wealth Sales & Service group.

Your responsibilities include coordinating marketing initiatives, preparing for client meetings, and managing client inquiries regarding account services. This hands-on role aims to foster long-term client relationships while adhering to risk compliance policies. Key Responsibilities:

- Coordinate marketing activities for the advisory team
- Assist with scheduling and preparing client meetings




- Handle client inquiries and transactions confidentially
- Generate reports and maintain organized client files
- Support team with technology issues and training updates Requirements:
- 1–2 years of relevant client service experience
- Knowledge of wealth management operations
- Familiarity with investment products and technology
- Positive organizational and communication skills
- Must meet licensing requirements for branch operations Enhance your career in wealth management at BMO, where client service is at the core of our business.

📌 BMO Client Service Assistant Role (Central Ontario)
🏢 BMO
📍 Central Ontario