Client Service Assistant, Private Wealth

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO. Supports one or more Investment Advisors (IAs) and the IA team with day‑to‑day administration and provides exceptional client service to support the achievement of business objectives. A client‑focused role, committed to managing and growing client relationships through the delivery of service and advice. Responsibilities Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients’ general day‑to‑day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long‑term client relationships and delivering an exceptional client experience. Assists with managing a portfolio of clients to retain and grow relationships. Support IA’s in individual client investment needs to provide professional, customized investment‑related advise, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Bank’s assets and clients’ assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications Typically between 1 – 2 years of relevant banking or administrative experience Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non‑traditional (managed and fee based) products is an asset Familiarity with technology applications and software used in the financial planning and investment industry. Current registration as an Investment Representative (IR) with CIRO is preferred Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $33,600.00 - $50,900.00 Pay Type: Salaried & Commission About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To find out more visit us at https://jobs.bmo.com/ca/en #J-18808-Ljbffr