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 solid client relationships and support the advisory team's objectives.Key Responsibilities:Assist Investment Advisors in daily administrative tasksHandle client inquiries and provide timely responsesCoordinate marketing efforts and client meeting logisticsOrganize client databases and documentationHelp with technology-related support and trainingRequirements:Relevant experience of 1-2 years preferredUnderstanding of wealth management products and operationsStrong communication and teamwork skillsGood analytical and problem-solving abilitiesFamiliarity with financial planning softwareHelp clients achieve their financial goals while growing your skills with BMO Nesbitt Burns.

📌 Investment Support Client Service Assistant (Vancouver)
🏢 BMO U.S.
📍 Vancouver