Elevate your career as a Client Service Associate with BMO Nesbitt Burns, focusing on unparalleled client service in a collaborative workplace. This position supports Investment Advisors by managing relationships and providing effective administrative support.

In this client-facing role, you'll engage directly with clients while assisting Investment Advisors in daily operations. With 3-5 years of relevant experience, your advanced knowledge of investment processes will ensure superior service delivery. Your contributions will directly impact the growth and retention of client relationships, enhancing the overall client experience.

Key Responsibilities:
• Schedule meetings and prepare introductory packages for prospects
• Coordinate marketing activities for the advisory team




• Prepare client portfolio reviews and updates for Investment Advisors
• Resolve client complaints efficiently and escalate when necessary
• Monitor client accounts to ensure compliance and ongoing service

Requirements:
• 3-5 years of relevant client service experience
• Advanced knowledge of investment procedures and compliance
• Strong verbal and written communication skills
• Familiarity with Financial Planning and Trust services is an asset
• Must meet licensing and certification requirements

Deliver exceptional service and foster long-term client relationships as a Client Service Associate with BMO.
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📌 Client Service Associate at BMO Private Wealth (British Columbia)
🏢 BMO
📍 British Columbia