Private Wealth Client Services Specialist

Bank of Montreal; Calgary; On-site; CAD 32,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal in Calgary (Alberta) is seeking a client-focused professional to support Investment Advisors and IA Team, handle day-to-day branch operations, and deliver exceptional client service.

You will maintain client databases, build rapport, and help grow client relationships while following risk, privacy and regulatory requirements.

This on-site role at 525 8th Ave SW East Tower provides valuable exposure to wealth services and a collaborative team environment.

Qualifications

• Basic knowledge learned on the job.
• Verbal & written communication skills are essential.
• Organization and collaboration within a team are required.

Responsibilities

• Supports Investment Advisors and IA Team with day-to-day administration.
• Maintains client databases and files to support service goals.
• Delivers exceptional client service and helps grow client relationships.
• Ensures risk, privacy and regulatory requirements are followed.

Skills

Client relationship management

Verbal & written communication

Collaboration & teamwork

Organization skills

Job description

Bank of Montreal in Calgary (Alberta) is seeking a client-focused professional to support Investment Advisors and IA Team, handle day-to-day branch operations, and deliver exceptional client service.

You will maintain client databases, build rapport, and help grow client relationships while following risk, privacy and regulatory requirements.

This on-site role at 525 8th Ave SW East Tower provides valuable exposure to wealth services and a collaborative team environment.