Investment Advisor support and client service define this Calgary-based opportunity with BMO Nesbitt Burns at 525 8th Ave SW.

As a Client Service Associate, you support Investment Advisors, their teams, and branch operations. Your work includes portfolio reviews, account maintenance, client inquiries, trade processing, marketing coordination, and regulatory documentation. You also help manage client relationships and provide customized investment-related service.

Key Responsibilities:

- Support Investment Advisors with daily administration and client service
- Schedule portfolio reviews, meetings, calls, and prospect introductions
- Process account openings, transfers, funds movement, and client trades
- Resolve complaints, inquiries, and escalations promptly and confidentially
- Maintain client files,



databases, reports, and regulatory documentation

Requirements:

- Three to five years of relevant experience or related certification
- Advanced knowledge of investment and administrative processes
- Knowledge of compliance practices, regulations, and trade processing rules
- Positive communication, organization, collaboration, and analytical skills
- Required licensing and certification for the applicable jurisdiction

Apply investment process knowledge, organization, and client service skills while supporting BMO Nesbitt Burns Investment Advisors.

📌 Investment Advisor Client Service Associate (Calgary)
🏢 BMO
📍 Calgary