Private Wealth Client Services Associate

BMO; Toronto; On-site; CAD 38,000 - 72,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns seeks a Client Service Associate to deliver high-quality wealth management support to clients, work directly with clients on daily investment needs, and assist Investment Advisors with personalized service. This client-facing, IR-licensed role offers exposure to investments, wealth planning, and trust services within a collaborative team.

You will support client portfolio reviews, coordinate meetings, and ensure regulatory compliance while building trusted client relationships

Qualifications

• Strong knowledge of investment products and client accounts.
• Understanding regulatory and compliance requirements in wealth management.
• Excellent client service and relationship-building skills.
• Strong organizational and communication abilities.

Responsibilities

• Assist Investment Advisors by handling day-to-day client needs.
• Execute client-initiated trades by phone or in person.
• Prepare for and coordinate client portfolio reviews.
• Maintain client files and regulatory documentation.

Skills

Investment knowledge

Client service

Regulatory compliance

Organization

Communication

Job description

BMO Nesbitt Burns seeks a Client Service Associate to deliver high-quality wealth management support to clients, work directly with clients on daily investment needs, and assist Investment Advisors with personalized service. This client-facing, IR-licensed role offers exposure to investments, wealth planning, and trust services within a collaborative team.

You will support client portfolio reviews, coordinate meetings, and ensure regulatory compliance while building trusted client relationships