Elevate your career as a Client Service Associate with BMO Private Wealth, dedicated to high-net-worth clients. You'll provide exceptional administrative support and personalized service to Investment Advisors.
This role is essential within Nesbitt Burns, focusing on building long-term client relationships and supporting Investment Advisors. You will coordinate meetings, handle inquiries, and assist with portfolio reviews, ensuring clients receive top-notch service. Leveraging your expertise will help drive business objectives and client satisfaction.
Key Responsibilities:
• Book meetings with prospects and prepare introductory packages
• Coordinate marketing activities for advisory teams
• Schedule and prepare client portfolio reviews
• Handle client inquiries and account maintenance
• Execute client trades and provide stock information
Requirements:
• 3-5 years of relevant experience in client service
• Advanced knowledge of investment processes and compliance
• Must meet Investment Representative licensing requirements
• Robust verbal and written communication skills
• Excellent organizational and analytical abilities
Provide outstanding support to enhance client relationships and contribute to the success of BMO Private Wealth.
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📌 Client Service Associate at BMO Private Wealth (Ontario)
🏢 BMO
📍 Ontario