Join BMO Private Wealth as a Client Service Associate and enhance client relationships with personalized service. This role blends administrative expertise and client-focused sales tactics.

As a part of the BMO Private Wealth team, you will provide key administrative support for multiple Investment Advisors. Your 3–5 years of experience will be essential in managing client inquiries, scheduling portfolio reviews, and executing trades efficiently. Foster long-term relationships and ensure high service levels through effective communication and coordination.

Key Responsibilities:
• Provide administrative support to Investment Advisors
• Schedule and prepare for client portfolio reviews
• Manage client accounts and inquiries effectively




• Coordinate marketing efforts for advisory services
• Mentor junior staff in client relations

Requirements:
• CIRO registration as Investment Representative is necessary
• Advanced knowledge of investment and compliance practices
• Excellent organizational and analytical skills
• Experience with trading support and financial services
• Solid collaboration abilities within teams

Help BMO Private Wealth exceed client expectations with your tailored approach to service.
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📌 BMO Wealth Client Service Associate Role (Ontario)
🏢 Bank of Montreal
📍 Ontario