Wealth Client Services Associate

BMO Financial Group; Ottawa; On-site; CAD 35,000 - 67,000; Full time

Job summary

A leading financial services firm in Ontario seeks a client-focused individual to support Investment Advisors and branch operations. The role involves managing client inquiries, coordinating marketing activities, and ensuring exceptional client service. Candidates should have 3-5 years of experience, good communication skills, and knowledge of investment processes. This position offers a salary range from $35,900 to $66,300.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 3 - 5 years of relevant experience.
• Advanced knowledge of investment processes.
• Good verbal and written communication skills.

Responsibilities

• Support and manage client inquiries and account maintenance.
• Coordinate marketing and client events.
• Execute client trades over the phone.

Skills

Client relationship management

Communication skills

Analytical and problem-solving skills

Organizational skills

Collaboration and team skills

Education

Completion of the Canadian Securities Course

Current registration as Investment Representative

Certification in related field

Job description

A leading financial services firm in Ontario seeks a client-focused individual to support Investment Advisors and branch operations. The role involves managing client inquiries, coordinating marketing activities, and ensuring exceptional client service. Candidates should have 3-5 years of experience, good communication skills, and knowledge of investment processes. This position offers a salary range from $35,900 to $66,300.