Client Service Assistant, Private Wealth

Client Service Assistant, Private Wealth Join to apply for the Client Service Assistant, Private Wealth role at BMO. 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, such as basic money movement (e.g., wires, transfers), technology issues, and account opening/update, following up promptly and confidentially. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides support on technology issues, new technology usage, and general inquiries and escalations related to policies, procedures, and processing. Distributes updates on training, guidelines, technology, and other business‑related information. Builds rapport and instills confidence with clients to promote a positive experience and maintain long‑term relationships. Assists with managing a portfolio of clients to retain and grow relationships. Supports IAs in individual client investment needs to provide professional, customized investment‑related advice, sales, and services. Works collaboratively within the market, BMO partners, and the community to build relationships and deliver the desired customer experience. Follows risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, act in best interests, and ensure efficient branch operations. Monitors and ensures compliance with regulatory, legal, and ethical requirements. Maintains confidentiality of client and bank information. Completes complex and diverse tasks within given rules and limits. Analyzes issues and determines next steps, escalating as required. Broader work or accountabilities may be assigned as needed. Qualifications Typically between 1–2 years of relevant experience and a post‑secondary degree in a related field, or an equivalent combination of education and experience. Knowledge of wealth‑management company and branch operations (e.g., client services, trust services, account transfers) is an asset. Knowledge of operational aspects of traditional and non‑traditional investment products is an asset. Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from the date of hire. Successful completion of the 30‑day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal and written communication skills – Good. Organization skills – Good. Collaboration and team skills – Good. Analytical and problem‑solving skills – Good. Compensation & Benefits Base salary: $33,600.00 – $50,900.00. Monthly discretionary bonus may apply. Benefits include health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. Learn more at BMO Total Rewards. About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We create lasting, positive change for our customers, communities, and employees. We support career growth through training, coaching, and network‑building opportunities. Additional Information Seniority level: Not Applicable. Employment type: Full‑time. Job function: Other. Location: Toronto, Ontario, Canada. Apply directly through the BMO careers site for the most current information. #J-18808-Ljbffr