Client Service Assistant, BMO Nesbitt Burns

Bank N.A.; Calgary; Vor Ort; CAD 36.000 - 44.000; Vollzeit

Zusammenfassung

Bank N.A. in Calgary is seeking a Client Service Assistant to support Investment Advisors and the advisory team with daily operations and client service delivery.

You will coordinate meetings, handle routine client requests, and maintain client records to ensure accurate, timely service. The role requires up to 2 years of relevant experience and a post-secondary degree, with knowledge of wealth management operations and financial products.

Qualifikationen

• 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
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Aufgaben

• Supports one or more Investment Advisors and IA Team with day-to-day administration and provides exceptional client service.
• Coordinates marketing activities on behalf of the advisory team.
• Assists the advisory team in preparing for client meetings, including scheduling appointments.
• Handles client inquiries including basic money movement and account updates.
• Generates reports and documents for IAs and clients as requested.
• Maintains and organizes client database and files.
• Ensures tasks are assigned and completed by the team.
• Gathers and distributes information on updates to training, guidelines, and technology.
• Develops rapport to retain and grow client relationships and deliver an exceptional client experience.
• Supports IAs in meeting investment needs and services.

Kenntnisse

Wealth management knowledge

Client services

Team collaboration

Analytical skills

Ausbildung

Post-secondary degree

Tools

Technology applications

Financial planning software

Jobbeschreibung

Application Deadline: 11/19/2026

Address: 525 8th Ave SW East Tower

Job Family Group: Wealth Sales & Service

BMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

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 resulting in retaining long- term client relationships and delivers an exceptional client experience.

Assists with managing a portfolio of clients to retain and grow relationships.

Support IA's in individual client investment needs to provide professional, customized investment-related advise, sales and services.

Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer 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.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• 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 is $40,000 and this role