Elevate client experiences with the BMO Nesbitt Burns team as a Client Service Assistant. This energetic role focuses on supporting Investment Advisors while managing exceptional client relationships. BMO Nesbitt Burns is seeking a Client Service Assistant to join its collaborative 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.

📌 Client Service Assistant at BMO Nesbitt Burns (Vancouver)
🏢 Bank of Montreal
📍 Vancouver