Wealth Management Admin & Client Services Specialist

BMO; Montreal (administrative region); On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plans

Tuition reimbursement

Job summary

BMO Nesbitt Burns in Montreal seeks an adaptable team member to coordinate marketing activities for the advisory team and support client meetings. The role includes handling routine client requests, preparing reports, and maintaining client records with confidentiality.

You will assist with client onboarding, money movement, and technology support while upholding regulatory and risk controls. Growth opportunities exist within a collaborative wealth management environment.

Qualifications

• Typically 1–2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Knowledge of wealth management company and branch operations is an asset
• Knowledge of traditional and non-traditional products is an asset
• Familiarity with technology applications and software used in the financial planning and investment industry.
• Must meet licensing and certification requirements for the branch/jurisdiction.
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good

Responsibilities

• Coordinates marketing activities for advisory team including website, social media, client recognition, and client events.
• Assists advisory team in preparing for client meetings and scheduling appointments.
• Handles client inquiries including money movement, technology issues, and account updates with confidentiality.
• Generates reports and documents for IAs and clients and processes items for accounts and files.
• Maintains and organizes client database and files.
• Ensures transactions and tasks are assigned and completed.
• Supports team on technology issues and training updates.
• Distributes information on training, guidelines, and technology updates.
• Builds rapport and credibility to retain long-term client relationships.
• Assists with managing a portfolio of clients to retain and grow relationships.

Skills

1-2 years experience

Post-secondary degree

Wealth management knowledge

Tech proficiency

Verbal communication

Written communication

Organization skills

Collaboration

Analytical skills

Education

Post-secondary degree

Job description

BMO Nesbitt Burns in Montreal seeks an adaptable team member to coordinate marketing activities for the advisory team and support client meetings. The role includes handling routine client requests, preparing reports, and maintaining client records with confidentiality.

You will assist with client onboarding, money movement, and technology support while upholding regulatory and risk controls. Growth opportunities exist within a collaborative wealth management environment.