Client Service Assistant, Private Wealth (Contract)

Bank N.A.; Toronto; On-site; CAD 40,000 - 42,000; Full time

Job summary

Bank N.A. in Toronto is seeking a Client Service Assistant to support one or more Investment Advisors and private wealth branch operations with day-to-day administration and exceptional client service. You will help grow client relationships through service and advisory support.

The role involves coordinating marketing activities, meeting prep, handling client requests, reporting, and maintaining client files while adhering to risk and privacy policies. Licensing requirements apply.

Qualifications

• Typically 1–2 years of relevant experience and a post-secondary degree in a related field.
• Knowledge of wealth management and branch operations.
• Knowledge of traditional and non-traditional products.
• Familiarity with financial planning technology and software.
• Must meet licensing requirements for the branch/jurisdiction.
• Verbal and written communication skills are good.
• Organization and collaboration skills are good.
• Analytical and problem-solving abilities.

Responsibilities

• Coordinate marketing activities for the advisory team, including website and client events.
• Assist with client meeting prep and scheduling.
• Handle day-to-day client requests (wires, transfers) and account updates.
• Generate reports and documents for Investment Advisors and clients.
• Maintain and organize client databases and files.
• Ensure tasks are assigned and completed by the team.
• Provide support on technology issues and training for staff.
• Disseminate updates on training, guidelines, and procedures.
• Develop rapport to retain long-term client relationships.
• Assist with managing a portfolio of clients and investment needs.

Skills

Client service

Communication

Organization

Teamwork

Analytical thinking

Education

Post-secondary degree in related field

Tools

Financial planning software

Job description

Application Deadline: 11/05/2026

Address: YSC - 4881 Yonge Street

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.

The base salary for this position is: $40,000.00- $42,400.00

This position includes