Client Service Associate, Private Wealth

1 month ago

Toronto, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will provide exceptional client service, support the Investment Advisors, and contribute to the overall success of our business.

Key Responsibilities
  • Provide exceptional client service, responding to client inquiries, and resolving issues in a timely and effective manner.
  • Support the Investment Advisors with day-to-day administration, including scheduling meetings, preparing client reviews, and updating client information.
  • Coordinate marketing activities, including social media initiatives, client recognition, and event planning.
  • Process client transactions, including trades, transfers, and account maintenance.
  • Monitor client portfolios, identifying opportunities for rebalancing and notifying the Investment Advisors.
  • Administer and process documentation related to client files and regulatory requirements.
  • Maintain accurate records and reports, including client database and client files.
  • Collaborate with the team to achieve business objectives, including mentoring and coaching junior team members.
  • Stay up-to-date with industry developments, regulatory requirements, and company policies.
Requirements
  • 3-5 years of relevant experience in a similar role.
  • Advanced knowledge of investment processes, administrative procedures, and proprietary products.
  • Knowledge of compliance practices, regulations, and industry standards.
  • Excellent communication, organizational, and analytical skills.
  • Ability to work in a fast-paced environment, prioritizing tasks, and meeting deadlines.
  • Strong attention to detail, with a focus on accuracy and quality.
What We Offer

BMO offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. As a member of our team, you will have access to training, mentorship, and resources to help you succeed in your role.

We are an equal opportunities employer, committed to diversity, equity, and inclusion. We welcome applications from candidates who share our values and are passionate about delivering exceptional client service.

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