Client Service Associate, Private Wealth

4 weeks 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 and support to our Investment Advisors, ensuring the delivery of outstanding results and exceeding client expectations.

Key Responsibilities

  • Provide administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
  • Manage client inquiries, account maintenance, and transactions, ensuring timely and effective resolution of client issues.
  • Develop and maintain strong relationships with clients, providing exceptional service and ensuring their needs are met.
  • Collaborate with the team to achieve business objectives, including contributing to the development of business plans and strategies.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring compliance with all relevant laws and regulations.

Requirements

  • Typically between 3 – 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of investment processes and procedures, as well as administrative processes and procedures.
  • Knowledge of compliance practices and regulations, including IIROC Continuing Education requirements.
  • Excellent communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Strong analytical and problem-solving skills, with the ability to analyze complex issues and determine next steps.

What We Offer

BMO offers a competitive salary range of $35,000.00 - $64,900.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional development and growth, as well as a dynamic and inclusive work environment.

How to Apply

If you are a motivated and results-driven individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity. Please visit our website to learn more about our company culture and values, and to submit your application.

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