Support Investment Advisors at BMO through client service, account administration, and wealth management operations at 16775 Yonge Street. Build trusted relationships while handling confidential requests.
This Client Services Assistant supports one or more Investment Advisors, their teams, and branch operations. The client-focused work includes scheduling meetings, processing account requests, and maintaining organized records. You will also assist with client relationships, technology questions, marketing activities, and customized investment-related service.
Key Responsibilities:
- Coordinate advisory team marketing activities and client events
- Prepare client meetings and schedule appointments
- Handle money movement, technology, and account inquiries
- Generate documents, reports,
and account processing items
- Maintain client databases and organized files
Requirements:
- One to two years of relevant experience
- Post-secondary degree or equivalent education and experience
- Familiarity with financial planning and investment software
- Positive communication, organization, collaboration, and analytical skills
- Required branch or jurisdiction licensing and certification
Bring client service, organization, communication, and wealth operations knowledge to support BMO Investment Advisors and clients.