Investment Advisor support and client service define this Calgary-based chance 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 serviceSchedule portfolio reviews, meetings, calls, and prospect introductionsProcess account openings, transfers, funds movement, and client tradesResolve complaints, inquiries, and escalations promptly and confidentiallyMaintain client files,



databases, reports, and regulatory documentationRequirements:Three to five years of relevant experience or related certificationAdvanced knowledge of investment and administrative processesKnowledge of compliance practices, regulations, and trade processing rulesGood communication, organization, collaboration, and analytical skillsRequired licensing and certification for the applicable jurisdictionApply investment process knowledge, organization, and client service skills while supporting BMO Nesbitt Burns Investment Advisors.

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