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 operationsPrepare client meetings and schedule appointmentsHandle account updates, transfers, wires, and inquiriesGenerate reports and maintain client filesCoordinate marketing activities and client eventsRequirements:One to two years of relevant experiencePost-secondary degree or equivalent education and experienceFamiliarity with financial planning and investment softwareGood communication, organization, and collaboration skillsRequired branch or jurisdiction licensing and certificationApply client service, organization, and wealth management knowledge while supporting Investment Advisors and exceptional BMO client experiences.

📌 Wealth Management Client Service Assistant (Toronto)
🏢 BMO
📍 Toronto