Deliver exceptional client service in wealth management by supporting Investment Advisors with account requests, reports, and relationship administration. Work from BMO’s 16775 Yonge Street address.
As a Client Services Assistant, you will manage day-to-day administration for advisory teams and branch operations. Your work supports client retention and growth through timely, confidential responses and organized account processing. You will assist with client portfolios, investment needs, technology support, and information distribution.
Key Responsibilities: Respond to client requests and inquiries confidentially
Process account openings, updates, transfers, and wires
Assist Investment Advisors with client investment needs
Generate requested reports and documents for clients
Follow risk, compliance, privacy, and regulatory requirements
Requirements: Typically one to two years of relevant experience
Knowledge of wealth management and branch operations
Knowledge of traditional and nontraditional investment products
Basic specialized knowledge and solid problem-solving skills
Licensing and certification required for applicable jurisdiction
Use client service, account administration, investment knowledge, and analytical skills to strengthen relationships within BMO Wealth Sales and Service.