Client Service Associate, Private Wealth Specialist

2 weeks ago


Brantford, Ontario, Canada BMO Full time

Job Summary:

We are seeking a highly skilled and detail-oriented Client Service Associate to join our Private Wealth team at BMO. As a key member of our team, you will provide exceptional client service, administrative support, and technical expertise to our Investment Advisors and clients.

Key Responsibilities:

  • Provide day-to-day administrative support to Investment Advisors, including scheduling meetings, preparing client reviews, and coordinating marketing activities.
  • Deliver exceptional client service, responding to client inquiries, resolving issues, and escalating as needed.
  • Process client transactions, including trades, account openings, and maintenance.
  • Maintain accurate and up-to-date client records and databases.
  • Collaborate with team members to achieve business objectives and support the growth of our Private Wealth business.

Requirements:

  • 3-5 years of relevant experience in a financial services or administrative role.
  • Advanced knowledge of investment processes, procedures, and products.
  • Excellent communication, organizational, and analytical skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks.
  • Current registration as an Investment Representative (IR).

What We Offer:

  • A competitive salary range of $33,400.00 - $61,700.00.
  • A comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans.
  • Opportunities for professional growth and development, including training and mentorship programs.

About BMO:

BMO is a leading financial institution committed to delivering exceptional client service and building long-term relationships with our clients. We are proud to offer a diverse and inclusive work environment that values the contributions of our employees.



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