Wealth Client Services Associate

BMO U.S.; Calgary; On-site; CAD 60,000 - 131,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions.

The role requires strong communication, collaboration, and problem-solving skills, with responsibilities spanning portfolio reviews, account maintenance, and client inquiries.

Qualifications

• Minimum of 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
• Licensing and certification requirements for the branch/jurisdiction where the mandate is fulfilled
• Specialized knowledge from education and/or business experience
• Verbal & written communication skills - In-depth
• Collaboration & team skills - In-depth
• Analytical and problem solving skills - In-depth
• Influence skills - In-depth

Responsibilities

• Supports Investment Advisors (IAs) and staff with day-to-day administration and client service
• Manages client relationships through service and advice delivery
• Supports development of new business opportunities (e.g., client events, seminars)
• Books meetings and prepares introductory packages for prospects/referrals
• Coordinates marketing activities for advisory team and client events
• Assists with client loyalty efforts and relationship management

Skills

Verbal & written communication

Collaboration & team skills

Analytical and problem solving

Influence skills

Education

Equivalent combination of education and experience

Job description

BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions.

The role requires strong communication, collaboration, and problem-solving skills, with responsibilities spanning portfolio reviews, account maintenance, and client inquiries.