Wealth Client Services Associate

BMO; Calgary; On-site; CAD 40,000 - 60,000; 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 Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships.

The position requires 1–2 years’ experience, a related post-secondary degree, and familiarity with wealth management operations.

Qualifications

• 1–2 years of relevant experience and post-secondary degree desirable or equivalent experience
• Familiarity with wealth management company and branch operations is an asset
• Knowledge of traditional and non-traditional investment products is an asset
• Licensing and certification requirements for the branch jurisdiction must be met
• Strong verbal & written communication and organizational skills

Responsibilities

• Support Investment Advisors and IA Team with day-to-day administration
• Coordinate marketing activities (website, social media, client events)
• Assist with client meetings scheduling and inquiries
• Handle money movements, tech issues, and account updates
• Generate reports and maintain client databases and files
• Escalate issues and assist with risk and compliance processes
• Build rapport to retain and grow client relationships
• Support with investment needs and services for clients
• Maintain confidentiality of client and bank information

Skills

Client service

Administrative support

Communication skills

Team collaboration

Tech literacy

Education

Post-secondary degree in related field

Tools

Banking systems

Job description

BMO Nesbitt Burns seeks a Client Service Assistant to support Investment Advisors and the IA Team, handling day-to-day administration and delivering exceptional client service. The role involves scheduling, client inquiries, and coordination of client events to retain long-term relationships.

The position requires 1–2 years’ experience, a related post-secondary degree, and familiarity with wealth management operations.