Elevate client relationships by joining BMO Nesbitt Burns as a Client Service Assistant. This role focuses on administrative support and exceptional client service within a collaborative team.
BMO Nesbitt Burns seeks a dedicated Client Service Assistant to support Investment Advisors and enhance private wealth operations. In this position, you will manage client inquiries, assist in meeting preparations, and engage in the marketing of the advisory team. Your commitment to providing exceptional service will help nurture long-term client relationships and ensure smooth branch operations.
Key Responsibilities:
• Coordinate marketing activities for the advisory team
• Assist with client meeting schedules and preparations




• Handle general client inquiries and requests
• Maintain client database and documentation
• Support technology issues and training updates
Requirements:
• 1-2 years of relevant experience in client services
• Familiarity with wealth management operations
• Excellent verbal and written communication skills
• Solid organizational and analytical abilities
• Basic knowledge of financial products essential
Contribute to an exceptional client experience at BMO while fostering lasting relationships.
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📌 Client Service Associate at BMO Nesbitt Burns (Toronto)
🏢 BMO U.S.
📍 Toronto