Wealth Client Services Specialist

BMO; Vancouver; On-site; CAD 34,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns Vancouver is seeking a Branch Support Associate to provide client service and IA team support. The role focuses on day-to-day administration, client inquiries, and assisting with account openings and updates to ensure a seamless client experience.

The position supports marketing activities, scheduling meetings, and preparing documents for client engagements while maintaining confidentiality and adherence to policy.

Qualifications

• Minimum 1–2 years of relevant experience; post-secondary degree in related field desirable.
• Knowledge of wealth management company and branch operations is an asset.
• Familiarity with traditional and non-traditional products; strong communication and organization skills.

Responsibilities

• Coordinates marketing activities for the advisory team (website, social media, client events).
• Prepares for client meetings (scheduling, materials).
• Handles client requests (money movement, account updates) with confidentiality.
• Generates reports and documents for IAs and clients; maintains client databases and files.
• Ensures tasks are assigned and completed; supports technology initiatives and training updates.
• Develops rapport with clients to retain and grow relationships; contributes to a positive client experience.

Skills

Verbal & written communication

Organization skills

Collaboration & team skills

Analytical & problem solving

Client service

Education

Post-secondary degree in related field

Tools

Technology applications

Job description

BMO Nesbitt Burns Vancouver is seeking a Branch Support Associate to provide client service and IA team support. The role focuses on day-to-day administration, client inquiries, and assisting with account openings and updates to ensure a seamless client experience.

The position supports marketing activities, scheduling meetings, and preparing documents for client engagements while maintaining confidentiality and adherence to policy.