Enhance client relationships as a Client Service Assistant at BMO Nesbitt Burns, where robust organizational and communication skills are vital. In this role, you will provide excellent administrative support while ensuring exceptional client service. BMO Nesbitt Burns is looking for a Client Service Assistant to join its team.

This position supports Investment Advisors and branch operations by managing client requests and coordinating marketing activities. Candidates should have at least 1-2 years of relevant experience and a keen interest in wealth management and financial investments. Key Responsibilities:

- Coordinate marketing activities for the advisory team
- Assist with scheduling and preparing client meetings
- Handle client inquiries and money movement requests
- Generate reports and organize client files
- Provide technology support and training updates Requirements:
- 1-2 years of experience in client services
- Familiarity with wealth management operations
- Knowledge of investment products and technology
- Strong verbal and written communication skills
- Organizational and analytical abilities Focus on building strong client relationships and delivering superior service at BMO Nesbitt Burns.

📌 Client Service Assistant at BMO Financial Group (Vancouver)
🏢 BMO
📍 Vancouver