Support private wealth client service at BMO Nesbitt Burns through relationship management, account administration, and confidential day-to-day assistance. Work from YSC at 4881 Yonge Street.
As a Client Service Assistant, you will support Investment Advisors, their teams, and private wealth branch operations. Your work includes scheduling, client inquiries, account processing, database maintenance, and technology support. You will help deliver personalized service within BMO Private Wealth's integrated model.
Key Responsibilities:
- Support Investment Advisors with administration and client meeting preparation
- Handle money movement, account updates, and technology inquiries
- Generate reports and process client account documentation
- Maintain organized client databases and confidential files
- Coordinate marketing activities and client events
Requirements:
- One to two years of relevant experience typically expected
- Post-secondary degree in a related field desirable
- Knowledge of wealth management and branch operations is an asset
- Good communication, organization, collaboration, and analytical skills
- Required branch or jurisdiction licensing and certifications
Bring organized client support, wealth administration, and relationship-building skills to BMO Nesbitt Burns private wealth services.
Private Wealth Client Service Assistant in Toronto employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.
