Client Service Associate, Private Wealth Specialist
2 weeks ago
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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