Elevate client experiences with the BMO Nesbitt Burns team as a Client Service Assistant. This dynamic role focuses on supporting Investment Advisors while managing exceptional client relationships.

BMO Nesbitt Burns is seeking a Client Service Assistant to join its cooperative team. With a commitment to wealth management excellence, you will facilitate day-to-day operations while coordinating marketing efforts and handling client inquiries. Your responsibilities will help ensure smooth administrative support and a positive client experience, vital for achieving business goals.

Key Responsibilities:
• Assist Investment Advisors with daily administrative tasks
• Coordinate and support client meetings and events
• Handle inquiries related to accounts and transactions




• Maintain and organize client files and databases
• Assist in preparing reports and documents for clients

Requirements:
• 1-2 years of relevant experience in client services
• Knowledge of wealth management and branch operations
• Familiarity with financial technology applications
• Strong verbal and written communication skills
• Good organization and collaboration abilities

In this role, you'll enhance client relations and provide tailored investment assistance, reinforcing BMO's commitment to exceptional service.
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📌 Client Service Assistant at BMO Nesbitt Burns (British Columbia)
🏢 Bank of Montreal
📍 British Columbia