Support Investment Advisors at BMO through client service, account administration, and relationship management at 20 Erb Street West. Help deliver confidential, timely service.
This Client Service Assistant supports one or more Investment Advisors, their teams, and branch operations. The client-focused work includes scheduling, account processing, marketing coordination, and technology support. You will help manage client relationships, prepare customized investment-related services, and support business objectives.
Key Responsibilities:
- Coordinate advisory team marketing activities and client events
- Prepare client meetings and schedule appointments
- Handle inquiries, money movement, technology, and account updates
- Generate reports, process account items, and organize files
- Support client portfolios, relationships, and investment needs
Requirements:
- Typically one to two years of relevant experience
- Post-secondary degree or equivalent education and experience
- Familiarity with financial planning and investment technology
- Positive communication, organization, collaboration, and analytical skills
- Meet applicable licensing and certification requirements
Bring organized client service, investment support, and relationship management skills to BMO’s wealth sales and service team.