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 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 • Positive 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 (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg