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
- Valuable communication, organization, collaboration, and analytical skills

Bring organized administration, investment support, and thoughtful client service to BMO Nesbitt Burns Private Wealth teams.

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