Wealth Client Services Associate

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

Job summary

A leading financial institution is seeking a client-focused professional in Ottawa to support Investment Advisors and manage client relationships. Responsibilities include client portfolio reviews, resolving inquiries, and marketing activities. Ideal candidates should have 3-5 years of relevant experience, advanced investment knowledge, and strong communication skills. This role offers a competitive salary and a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Commission structure

Qualifications

• Typically between 3 - 5 years of relevant experience.
• Advanced knowledge of investment process and procedures.
• Knowledge of compliance practices and regulations.

Responsibilities

• Books meetings with new prospects and prepares introductory package.
• Coordinates marketing activities for the advisory team.
• Resolves client complaints in a timely and effective manner.

Skills

Client relationship management

Communication skills

Analytical skills

Problem-solving skills

Collaboration skills

Education

Relevant certification

Completed Canadian Securities Course

Job description

A leading financial institution is seeking a client-focused professional in Ottawa to support Investment Advisors and manage client relationships. Responsibilities include client portfolio reviews, resolving inquiries, and marketing activities. Ideal candidates should have 3-5 years of relevant experience, advanced investment knowledge, and strong communication skills. This role offers a competitive salary and a comprehensive benefits package.