Wealth Client Services Associate

BMO; Halifax; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial institution in Halifax is seeking a dedicated client service professional to support Investment Advisors. Responsibilities include managing client inquiries, coordinating marketing activities, and assisting with client meetings. Ideal candidates will have 1-2 years of experience and relevant educational background, along with strong communication and organizational skills. This role offers competitive compensation including salary and potential bonuses.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• Typically 1-2 years of relevant experience.
• Knowledge of wealth management and branch operations.
• Familiarity with technology applications in finance.

Responsibilities

• Support Investment Advisors with administrative tasks.
• Handle day-to-day client requests and inquiries.
• Coordinate marketing activities for the advisory team.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field

Job description

A leading financial institution in Halifax is seeking a dedicated client service professional to support Investment Advisors. Responsibilities include managing client inquiries, coordinating marketing activities, and assisting with client meetings. Ideal candidates will have 1-2 years of experience and relevant educational background, along with strong communication and organizational skills. This role offers competitive compensation including salary and potential bonuses.