Be a vital part of BMO Nesbitt Burns as an Investment Support Client Service Assistant. Your role entails providing exceptional administrative support and enhancing client satisfaction.

As part of BMO Private Wealth, this position focuses on supporting Investment Advisors with daily tasks, client interactions, and marketing initiatives. You'll uphold high service standards while helping to build strong client relationships and support the advisory team’s objectives.

Key Responsibilities:
• Assist Investment Advisors in daily administrative tasks
• Handle client inquiries and provide timely responses
• Coordinate marketing efforts and client meeting logistics
• Organize client databases and documentation
• Help with technology-related support and training

Requirements:
• Relevant experience of 1-2 years preferred
• Understanding of wealth management products and operations
• Solid communication and teamwork skills
• Good analytical and problem-solving abilities
• Familiarity with financial planning software

Help clients achieve their financial goals while growing your skills with BMO Nesbitt Burns.
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📌 Investment Support Client Service Assistant (British Columbia)
🏢 BMO U.S.
📍 British Columbia