Support BMO Nesbitt Burns clients through wealth management administration, relationship service, and investment team coordination. This client-focused position supports one or more Investment Advisors.
As a Client Service Assistant, you will manage daily requests, prepare meetings, and maintain client information. The work includes account updates, money movement, reports, technology support, and confidentiality. You will also coordinate marketing activities and help manage client relationships within BMO Private Wealth.
Key Responsibilities: Support Investment Advisors, teams, and branch operations
Prepare client meetings and schedule appointments
Handle account updates, transfers, wires, and inquiries
Generate reports and maintain client files
Coordinate marketing activities and client events
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, and collaboration skills
Required branch or jurisdiction licensing and certification
Apply client service, organization, and wealth management knowledge while supporting Investment Advisors and exceptional BMO client experiences.