Private Wealth Client Services Specialist

BMO; Toronto; On-site; CAD 36,000 - 44,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plan

Job summary

BMO Nesbitt Burns in Toronto is seeking a Client Service Assistant to support Investment Advisors and branch operations with day-to-day administration and exceptional client service.

You will coordinate marketing activities, prepare for client meetings, handle basic money movements, maintain client databases, and ensure timely, confidential processing while upholding risk and compliance standards.

Qualifications

• Typically 1–2 years of relevant experience and a post-secondary degree in a related field.
• Knowledge of wealth management company and branch operations is an asset.
• Familiarity with traditional and non-traditional investment products is an asset.

Responsibilities

• Support Investment Advisors and IA Team with day-to-day administration.
• Coordinate marketing activities (website, social media, client events) for the advisory team.
• Assist with client meetings preparation and scheduling; handle routine client requests and money movements.

Skills

Client service

Communication

Teamwork

Problem solving

Education

Post-secondary degree in related field

Job description

BMO Nesbitt Burns in Toronto is seeking a Client Service Assistant to support Investment Advisors and branch operations with day-to-day administration and exceptional client service.

You will coordinate marketing activities, prepare for client meetings, handle basic money movements, maintain client databases, and ensure timely, confidential processing while upholding risk and compliance standards.