Wealth Client Services Associate — Bonus Eligible

BMO Financial Group; Lethbridge; On-site; CAD 32,000 - 49,000; Full time

Job summary

A leading financial services firm in Lethbridge is seeking a Client Support Associate to assist Investment Advisors with day-to-day operations and client service. The role involves coordinating marketing initiatives, preparing client meetings, and handling inquiries. Ideal candidates have a degree, 1-2 years of experience, and knowledge of wealth management. Competitive salary and benefits included.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• 1-2 years of relevant experience.
• Knowledge of wealth management and branch operations is an asset.
• Familiarity with investment industry applications.

Responsibilities

• Coordinate marketing activities for the advisory team.
• Assist in client meeting preparations.
• Handle clients’ day-to-day requests and inquiries.
• Generate reports and documents for clients.
• Manage client database and files.
• Support team members on technology issues.
• Develop rapport with clients to promote positive experiences.
• Assist with managing client portfolios.

Skills

Verbal communication skills

Written communication skills

Organization skills

Collaboration skills

Analytical skills

Problem-solving skills

Education

Post-secondary degree in related field

Completion of Canadian Securities Course

Completion of Conduct and Practices Handbook exam

Completion of BMO NB Investment Representative Licensing Program

Tools

Technology applications in financial planning

Job description

A leading financial services firm in Lethbridge is seeking a Client Support Associate to assist Investment Advisors with day-to-day operations and client service. The role involves coordinating marketing initiatives, preparing client meetings, and handling inquiries. Ideal candidates have a degree, 1-2 years of experience, and knowledge of wealth management. Competitive salary and benefits included.