Client Service Assistant (Orillia)

Client Service Assistant (Orillia)

11 Aug
|
BMO Financial
|
Orillia

11 Aug

BMO Financial

Orillia

Application Deadline: 08/17/2026 Address: 6 West Street North Suite 400 Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. The range below reflects the BMO enterprise range. The expected base pay range for this position is: $33,600-$42,400. This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to : 0.5x. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients' general day-to-day requests and inquiries including basic money movement (e.G., wires, transfers), technology issues, and

📌 Client Service Assistant (Orillia)
🏢 BMO Financial
📍 Orillia

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