Client Service Assistant, Bmo Nesbitt Burns

1 week ago

Calgary, Canada BMO Financial Group Full time

525 8th Ave SW East Tower Calgary Alberta,T2P 1G1

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 NB 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.

Please note the base salary for this specific position in Calgary is $38,000 and this role may be eligible to receive a monthly discretionary bonus.

**Salary**:
$32,700.00 - $48,600.00

**Pay Type**:
Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**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.

  • Client Service Assistant, Bmo Nesbitt Burns

    5 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 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. **Responsibilities**: - Coordinates marketing activities on behalf of the advisory team,...

  • Client Service Associate, Bmo Nesbitt Burns

    6 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Avenue SW Calgary Alberta,T2P 1G1 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. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...

  • Client Service Associate, Bmo Nesbitt Burns

    1 week ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 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. - Books meetings with new prospects and prepares introductory package for the prospect/referral. -...

  • Investment Associate, Bmo Nesbitt Burns

    3 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 As an Investment Associate, you will be responsible for partnering with a highly successful senior IA team to assist in developing and building a profitable business. The primary accountability of this role is to build trust and strong client relationships, determine individual investment needs and provide...

  • Branch Operations Administrator, Bmo Nesbitt Burns

    2 months ago

    Calgary, Canada BMO Financial Group Full time

    4954 Richard Rd SW Calgary Alberta,T3E 6L1 Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Manages client documentation for correspondence and set-up. - Manages front of house and reception as needed. - Collaborates with internal...

  • Responsable des services clients BMO

    7 days ago

    Calgary, Alberta, Canada BMO Financial Group Full time

    Bienvenue chez BMO Financial Group, l'une des banques les plus respectées au Canada. Nous sommes à la recherche d'un Responsable des services clients pour rejoindre notre équipe de vente et de service.Le titulaire de ce poste sera responsable de fournir un service client exceptionnel aux clients de BMO, en leur proposant des solutions financières...

  • assistant de service client, conseiller financier BMO

    7 days ago

    Calgary, Alberta, Canada BMO Financial Group Full time

    Remarquable opportunité d'emploiL'assistant de service client, conseiller financier chez BMO Financial Group est un rôle à temps plein qui nécessite une excellente capacité à communiquer avec les clients, une forte capacité analytique et une expérience dans la gestion des comptes financiers.Rôle et responsabilitésAssister les conseillers en...

  • Director & Assistant Market Leader, Bmo Private

    4 weeks ago

    Calgary, Canada BMO Financial Group Full time

    4954 Richard Rd SW Calgary Alberta,T3E 6L1 Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to...

  • Investment Consultant, BMO Financial Group

    3 weeks ago

    Calgary, Alberta, Canada BMO Financial Group Full time

    Job OverviewBMO Financial Group is seeking a highly skilled Investment Associate to join our team. As an Investment Associate, you will play a key role in developing and building a profitable business by partnering with senior investment professionals.Responsibilities* Build trust and strong client relationships to determine individual investment needs and...

  • Client Services Officer

    6 months ago

    Calgary, Canada BMO Financial Group Full time

    350 7th Ave SW Calgary Alberta,T2P 3N9 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically...

  • Client Service Advisor

    3 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Associate, Energy, Bmo Capital Markets

    6 months ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused...

  • Analyst - Client Success

    2 months ago

    Calgary, Canada BMO Financial Group Full time

    401 9th Avenue SW, Suite 1930 Calgary Alberta,T2P 3C5 BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The BMO Radicle team within Capital Markets supports BMO’s Climate...

  • Vice President and Market Leader, Bmo Private

    3 months ago

    Calgary, Canada BMO Financial Group Full time

    4954 Richard Rd SW Calgary Alberta,T3E 6L1 Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to...

  • Senior Civil Engineer

    7 days ago

    Calgary, Alberta, Canada Burns & McDonnell Full time

    About the RoleAt Burns & McDonnell, we are seeking an experienced Senior Civil Engineer to join our team in Calgary, Alberta. This is a full-time position that requires a strong background in transmission line design and project management.Job DescriptionWe are looking for a talented individual who can assist project teams in creating world-class designs for...

  • Senior Electrical Engineering Associate

    7 days ago

    Calgary, Alberta, Canada Burns & McDonnell Full time

    Job Summary:We are seeking a highly skilled Senior Electrical Engineering Associate to join our team at Burns & McDonnell. As a key member of our electrical engineering group, you will assist project teams in creating world-class designs for new projects, alterations, and redevelopments.About the Role:The ideal candidate will have a Bachelor Degree in...

  • Career Opportunities in Financial Services

    3 weeks ago

    Calgary, Alberta, Canada BMO Full time

    OverviewBMO, a leading financial institution, is seeking a highly skilled Financial Planner to join its team. Our mission is to boldly grow the good in business and life, creating lasting positive change for our customers, communities, and people.Salary and BenefitsThe estimated annual salary for this role is between $44,500 and $82,500, with potential for...

  • Senior Financial Services Consultant

    3 weeks ago

    Calgary, Alberta, Canada BMO Full time

    BMO is seeking a skilled Senior Financial Services Consultant to join our team. This role will be responsible for providing expert financial guidance and advice to clients, helping them achieve their long-term goals.The ideal candidate will have 3-5 years of experience in the financial industry and hold a related post-secondary degree. They will be...

  • Client Delivery Associate

    1 month ago

    Calgary, Canada BMO Financial Group Full time

    525 8th Ave SW East Tower Calgary Alberta,T2P 1G1 Provides exceptional, daily operational service support to grow the Bank’s market share and maximize profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions....

  • Executive Financial Services Professional

    4 weeks ago

    Calgary, Alberta, Canada BMO Full time

    BMO is a leader in the financial industry, and we're seeking an Executive Financial Services Professional to join our team.As an Executive Financial Services Professional, you'll have the opportunity to work with clients to understand their financial goals and develop personalized plans to help them achieve success.You'll be responsible for providing expert...