Client Service Associate, Private Wealth

1 month ago

Toronto, Ontario, Canada BMO Full time
Job Summary

BMO is seeking a highly skilled and motivated Client Service Associate to join our Private Wealth team. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our Investment Advisors and clients.

Key Responsibilities
  • Provide exceptional client service and support to Investment Advisors and clients, including responding to client inquiries, resolving issues, and providing updates on client accounts.
  • Assist with day-to-day administrative tasks, such as scheduling meetings, preparing client reviews, and coordinating marketing activities.
  • Develop and maintain strong relationships with clients, Investment Advisors, and internal stakeholders to ensure seamless communication and collaboration.
  • Stay up-to-date on industry trends, regulatory requirements, and product knowledge to provide informed advice and guidance to clients and Investment Advisors.
  • Collaborate with other teams to ensure effective communication and coordination of client service initiatives.
Requirements
  • 3-5 years of relevant experience in a client-facing role, preferably in the financial services industry.
  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients, Investment Advisors, and internal stakeholders.
  • Excellent problem-solving and analytical skills, with the ability to think critically and make sound judgments.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Strong knowledge of industry trends, regulatory requirements, and product knowledge.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Recognition and rewards for outstanding performance.

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