Private Wealth Client Success Associate

BMO; Hamilton; On-site; CAD 35,000 - 67,000; Full time

Job summary

A leading financial institution in Hamilton is seeking a dedicated individual to support Investment Advisors in managing client relationships. The role involves client service, administrative tasks, and mentoring junior staff. Ideal candidates have 3-5 years of relevant experience, strong organizational skills, and knowledge of investment processes. This position offers a competitive salary and potential commission.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 3-5 years of relevant experience or equivalent education.
• Knowledge of compliance practices and regulations.
• Knowledge of Financial / Retirement planning.

Responsibilities

• Support Investment Advisors with administrative tasks.
• Handle client inquiries and account maintenance.
• Mentor and coach junior team members.

Skills

Advanced knowledge of investment process

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Relevant certification

Current registration as Investment Representative (IR)

Job description

A leading financial institution in Hamilton is seeking a dedicated individual to support Investment Advisors in managing client relationships. The role involves client service, administrative tasks, and mentoring junior staff. Ideal candidates have 3-5 years of relevant experience, strong organizational skills, and knowledge of investment processes. This position offers a competitive salary and potential commission.