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 operations
- Prepare client meetings and schedule appointments
- Handle account updates, transfers, wires, and inquiries
- Generate reports and maintain client files
- Coordinate marketing activities and client events
Requirements:
- One to two years of relevant experience
- Post-secondary degree or equivalent education and experience
- Familiarity with financial planning and investment software
- Good communication, organization, and collaboration skills
- Required branch or jurisdiction licensing and certification
Apply client service, organization, and wealth management knowledge while supporting Investment Advisors and exceptional BMO client experiences.
Wealth Management Client Service Assistant in Toronto employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
