Client Service Assistant

1 week ago


Montréal, Canada BMO Financial Group Full time

1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8

This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.

BMO Private Wealth is a multi-disciplinary wealth advisory team. We offer a comprehensive range of strategies and solutions in private banking, investment management, trusts, insurance, and financial planning. Our holistic, proactive approach helps affluent individuals and families achieve their wealth goals at all stages of their lives.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
- 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.
- 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 experience and post-secondary degree in related field of study desirable or an equivalent combination of education and 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
- Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire.
- Successful completion of 30-day BMO Nesbitt Burns Investment Representative Licensing Program.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

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. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.


  • Assistant Professor

    2 days ago


    Montréal, Canada HealthEcareers - Client Full time

    The McGill University Department of Medicine in the Faculty of Medicine and Health Sciences and the Division of Endocrinology and Metabolism invites applications for a full-time clinician-scientist position as a member of the Contract Academic Staff at the rank of Assistant Professor (Clinical) based at the McGill University Health Centre (MUHC). This is a...


  • Montréal, Canada BFL CANADA Risk and Insurance Full time

    We offer more than a job, we offer a career! We support our employees to shape their career by encouraging continuing education and investing in training and development. We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. We inspire people to...


  • Montréal, Canada BFL CANADA Full time

    **WE OFFER MORE THAN A JOB, WE OFFER A CAREER!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...

  • Client Assistant

    2 weeks ago


    Montréal, Canada Garden River First Nation Education Unit Full time

    **Client Assistant** **Garden River First Nation Education Unit** **Full time** **$22.05 an hour** **Job Title**:Client Assistant **Company Summary**: According to the Indian and Northern Affairs Canada Secondary Education National Program Guidelines, Garden River First Nation receives funding to provide students living on-reserve. The Garden River...


  • Montréal, Canada GILLES LEDUC ENTREPRENEUR ÉLECTRICIEN INC. Full time

    **ASSISTANT(E) SERVICE CLIENTS (DÉPARTEMENT SERVICE ÉLECTRIQUE)** - Date d’entrée en fonction : dès que possible - Nombre de poste à combler : 1 - Salaire : À discuter selon la formation et l’expérience - Avantages : Assurances complètes, REER Collectif selon les politiques de l’entreprise, Gymnase complet dans les locaux de l’entreprise -...


  • Montréal, Canada BFL CANADA Full time

    **we offer more than a job, we offer a career!** - We support our employees to shape their career by encouraging continuing education and investing in training and development. - We put our employees at the center of what we do to allow them to grow personally and professionally, with projects and challenges that are motivating and rewarding. - We inspire...


  • Montréal, Canada Service Corporation International Full time

    **RÉSUMÉ DU POSTE** Fournir un soutien administratif aux opérations funéraires. D’autres responsabilités incluent : rencontrer le public, répondre aux questions et fournir des renseignements sur les funérailles et la crémation et sur tout autre sujet associé, répondre au téléphone de façon courtoise et polie, aider aux funérailles, aux...


  • Montréal, Canada BAM Strategy Full time

    **ABOUT** BAM, a Digital Experience Agency that thrives on passion and collaboration. We aim to personalize the experience between people and brands, build initiatives that convert, and challenge the norm by asking questions. We're committed to exploring new angles, adapting to ever changing circumstances and moving forward with our team in new and exciting...


  • Montréal, Canada BAM Strategy Full time

    **ABOUT** BAM, a Digital Experience Agency that thrives on passion and collaboration. We aim to personalize the experience between people and brands, build initiatives that convert, and challenge the norm by asking questions. We're committed to exploring new angles, adapting to ever changing circumstances and moving forward with our team in new and exciting...


  • Montréal, Canada Canaccord Genuity Corp. Full time

    Who we are: Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry: wealth management and capital markets. CG is driven by an unwavering commitment to build lasting client relationships - we achieve this by generating value for our individual, institutional,...


  • Montréal, Canada Canada Life Assurance Company Full time

    **Job Description**: Reporting to an Assistant Manager, you will work as part of a team committed to providing superior, timely, accurate and cost-effective service to our clients, responding to and processing requests for policy information and/or changes. Our clients include Financial Security advisors, Marketing Assistants, Client Service Center,...


  • Montréal, Canada Garden River First Nation Education Unit Full time

    **Client Assistant Position** **Garden River First Nation Education Unit** **Full time** **$22.07 an hour** **Job Title**:Client Assistant **Company Summary**: According to the Indian and Northern Affairs Canada Secondary Education National Program Guidelines, Garden River First Nation receives funding to provide students living on-reserve. The Garden...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Client Assistant

    2 months ago


    Montréal, QC, Canada Heka Health Inc. Full time

    **About Us**: At Heka Health Inc., we believe in creating exceptional wellness experiences for our clients. As a leader in innovative health and wellness solutions, we are dedicated to providing outstanding care, comfort, and hospitality in every interaction. To support our mission, we are looking for a detail-oriented and customer-focused **Client Assistant...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, Canada SOCAN - Society of Composers, Authors and Music Publishers of Canada Full time

    We’re Hiring! Client Services Administrator Montreal, QC Contract - Full-time Remote / Hybrid WHO WE ARE SOCAN is a not-for-profit copyright collective dedicated to ensuring music creators and publishers receive what they have rightfully earned for the use of their work. SOCAN supports and represents more than 180,000 songwriters, composers, and music...


  • Montréal, QC, Canada Purves Redmond Limited Full time

    **Job Overview** Established in 1959, Purves Redmond Limited (PRL) is an innovative and entrepreneurial insurance brokerage and employee benefits consulting firm based in Toronto with offices in Vancouver, Montreal and Calgary. We have an exciting opportunity in our growing Montreal (or Vancouver) office for a client services representative on our Client...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...


  • Montréal, Canada Service Corporation International Full time

    **RÉSUMÉ DU POSTE** Fournir un soutien administratif aux opérations funéraires. D’autres responsabilités incluent : rencontrer le public, répondre aux questions et fournir des renseignements sur les funérailles et la crémation et sur tout autre sujet associé, répondre au téléphone de façon courtoise et polie, aider aux funérailles, aux...


  • Montréal, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...