Support BMO Nesbitt Burns clients with investment accounts, trade processing, and personalized service in this client-facing, IR-licensed position.
As a Client Service Associate, you will partner with Investment Advisors within BMO Private Wealth’s team-based wealth management model. You will manage client account activity, execute client-initiated trades, and help address individual investment needs. The work includes portfolio reviews, account maintenance, transfers, and regulatory documentation.
Key Responsibilities: Build trusted relationships with investment and account clients
Accept and execute client-initiated trades by phone or in person
Coordinate portfolio reviews, materials, scheduling, and follow-up
Manage account openings, transfers, transactions, and money movements
Resolve service, account, and technology-related client issues
Requirements: Current Investment Representative licensing with CIRO
Typically three to five years of relevant experience
Strong knowledge of investment products and trade processing
Understanding of wealth management regulatory and compliance requirements
Solid organization, communication, and relationship-building skills
Bring investment knowledge, client service expertise, and careful account management to BMO Nesbitt Burns Investment Advisor teams.