Become a pivotal Client Service Associate at BMO Nesbitt Burns, delivering exceptional service in the Private Wealth sector. This role is designed for those passionate about relationship management.

BMO Private Wealth invites applications for the Client Service Associate position, ideal for candidates with 3–5 years of relevant experience. In this role, you will support Investment Advisors, manage client communications, and enhance practice management activities. Your focus will be on maintaining a strong database, resolving inquiries, and aligning services with client needs.

Key Responsibilities:
• Assist Investment Advisors with client service tasks
• Maintain accurate client databases and organize files
• Execute trades and manage account setups




• Generate reports and documents for stakeholders
• Build strong relationships with clients and team members

Requirements:
• 3–5 years of related experience required
• CIRO registration as an Investment Representative
• Solid understanding of compliance and financial planning
• Good communication and team collaboration skills
• Familiarity with trading processes and customer relationship management

Support BMO Nesbitt Burns in crafting tailored client experiences and advancing your career in wealth management.
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📌 BMO Nesbitt Burns Client Service Associate (Ontario)
🏢 Bank of Montreal
📍 Ontario