Drive client satisfaction as a Client Service Associate at BMO Private Wealth in Toronto, Ontario. This position integrates client service excellence with administrative support for investment advisors.

Your role includes supporting Investment Advisors, enhancing client relationships by providing tailored advice and managing crucial administrative tasks. This position also offers an opportunity to grow in a collaborative team setting focused on wealth management success. Key Responsibilities:

- Assist with setting up client reviews and meetings
- Respond to client inquiries and execute trades
- Manage client databases and generate necessary reports
- Support marketing activities and client recognition initiatives
- Coach junior associates on team best practices

Requirements:

- 3-5 years of relevant wealth management experience
- Must hold CIRO registration as an Investment Representative
- Advanced knowledge of investment products and compliance
- Excellent communication and organizational skills
- Experience with trading platforms is beneficial

Become a valued member of BMO's wealth management team and help elevate client experiences.

📌 Wealth Client Service Associate at BMO (Toronto)
🏢 BMO
📍 Toronto