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 prospectsCoordinate marketing activities for the advisory teamPrepare client portfolio reviews and updates for Investment AdvisorsResolve client complaints efficiently and escalate when necessaryMonitor client accounts to ensure compliance and ongoing serviceRequirements:3-5 years of relevant client service experienceAdvanced knowledge of investment procedures and complianceStrong verbal and written communication skillsFamiliarity with Financial Planning and Trust services is an assetMust meet licensing and certification requirementsDeliver exceptional service and foster long-term client relationships as a Client Service Associate with BMO.

📌 Client Service Associate At Bmo Private Wealth (Vancouver)
🏢 BMO
📍 Vancouver