Wealth Client Services Specialist

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

Job summary

A prominent financial institution located in Canada seeks a dedicated Client Support Specialist to assist Investment Advisors in delivering exceptional client service. Responsibilities include coordinating marketing activities, preparing for meetings, managing client inquiries, and ensuring compliance with policies. Ideal candidates will have 1-2 years of experience in client services and possess strong communication and analytical skills. This full-time role offers a salary range from $32,400 to $48,300 along with a comprehensive benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• 1-2 years of relevant experience in wealth management or client services.
• Knowledge of traditional and non-traditional investment products.
• Successful completion of the Canadian Securities Course is required.

Responsibilities

• Coordinate marketing activities for the advisory team.
• Assist in preparing for client meetings and handle inquiries.
• Generate reports and manage client accounts and files.

Skills

Client relationship management

Time management

Communication skills

Analytical and problem solving

Collaboration and teamwork

Education

Post-secondary degree in related field

Tools

Financial planning software

Job description

A prominent financial institution located in Canada seeks a dedicated Client Support Specialist to assist Investment Advisors in delivering exceptional client service. Responsibilities include coordinating marketing activities, preparing for meetings, managing client inquiries, and ensuring compliance with policies. Ideal candidates will have 1-2 years of experience in client services and possess strong communication and analytical skills. This full-time role offers a salary range from $32,400 to $48,300 along with a comprehensive benefits package.