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