Support Investment Advisors with advanced investment processes, client service, and portfolio administration at BMO Nesbitt Burns. Build trusted relationships through responsive, confidential support.

As a Client Service Associate, you support one or more Investment Advisors, their teams, and branch operations. You manage client inquiries, account maintenance, transfers, trades, portfolio reviews, and documentation. You also coordinate marketing activities, maintain client files, support compliance, and help deliver customized investment-related service. The role contributes to retaining and growing client relationships while protecting client and Bank assets.

Key Responsibilities:

- Schedule portfolio reviews, client calls, and meetings with prospects
- Process account openings, transfers, money movements, and client trades
- Resolve complaints and escalate issues when required




- Maintain client databases, files, reports, and regulatory documentation
- Support Investment Advisors with client investment needs and services

Requirements:

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

Bring investment administration, client relationship management, and compliance knowledge to support BMO Nesbitt Burns Investment Advisors.

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