Elevate client interactions as a Client Service Associate with BMO Private Wealth. This role focuses on relationship management and administration, fostering personalized service in a collaborative environment.

BMO Nesbitt Burns is seeking a Client Service Associate to support Investment Advisors and branch operations. With 3–5 years of experience, you will deliver exceptional client service, coordinate trading support, and prepare financial plans. Engage in practice management activities while offering personalized assistance to grow client relationships.

Key Responsibilities:
• Support Investment Advisors in daily tasks
• Manage client inquiries and account maintenance
• Book meetings and prepare client portfolios




• Coordinate marketing activities and client events
• Resolve client complaints in a timely manner

Requirements:
• 3–5 years of relevant experience required
• Knowledge of investment processes and compliance
• CIRO registration as an Investment Representative
• Valuable verbal and organizational skills
• Experience with CRM systems and trading support

Drive exceptional client experiences and grow relationships within BMO’s collaborative environment.
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📌 Client Service Associate at BMO Private Wealth (Ontario)
🏢 Bank of Montreal
📍 Ontario