Support BMO Investment Advisors onsite in Waterloo using CIRO licensing, investment administration, and client relationship skills. This role requires current Investment Representative licensing.
The Client Service Associate supports Investment Advisors, advisory teams, and branch operations with daily administration. You will deliver client service, coordinate meetings, and manage account requests. The work includes portfolio reviews, trades, documentation, and relationship support.
Key Responsibilities: Support Investment Advisors with daily administration and client service
Book prospect meetings and prepare introductory packages
Schedule portfolio reviews, calls, and client meetings
Process account openings, transfers, trades, and fund movements
Maintain client databases,
files, reports, and regulatory documentation
Requirements: Current Investment Representative licensing with CIRO
Typically three to five years of relevant experience
Advanced investment process and administrative procedure knowledge
Knowledge of compliance practices, regulations, and trade processing rules
Valuable communication, organization, collaboration, and analytical skills
Bring CIRO licensing, investment administration, and client service expertise to BMO’s onsite Waterloo wealth sales team.