Support BMO Nesbitt Burns Investment Advisors with client service, account administration, and wealth management operations at 4881 Yonge Street. Build trusted relationships through responsive, confidential support.
As a Client Service Assistant within BMO Private Wealth, you support one or more Investment Advisors, their teams, and branch operations. You will handle client requests, prepare meetings, coordinate marketing activities, and maintain account records. The work includes technology support, reports, basic money movement, and follow-up.
Key Responsibilities: Handle client inquiries, account updates, transfers, and wires
Prepare client meetings, schedules, reports, and documents
Coordinate websites, social media, recognition, and client events
Maintain client databases, files,



transactions, and task assignments
Support investment needs, relationship growth, and branch operations
Requirements: One to two years of relevant experience
Post-secondary degree in a related field desirable
Knowledge of wealth management and branch operations an asset
Familiarity with financial planning and investment technology
Positive communication, organization, collaboration, and analytical skills
Bring organized administration, investment support, and thoughtful client service to BMO Nesbitt Burns Private Wealth teams.

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📌 Private Wealth Client Service Assistant (Ontario)
🏢 BMO
📍 Ontario