Wealth Management Client Services Associate

Bank of Montreal; Montreal (administrative region); On-site; CAD 40,000 - 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, part of BMO Private Wealth, is seeking a client-focused support associate to assist Investment Advisors and branch operations with daily administration and service delivery. A client-focused role, committed to managing and growing client relationships through service and advice.

Coordinate marketing activities, assist in preparing for client meetings, handle routine requests, generate reports, and maintain client files while following risk and compliance processes to safeguard

Qualifications

• 1–2 years of relevant experience and a post-secondary degree desirable.
• Knowledge of wealth management and branch operations is an asset.
• Familiarity with traditional and non-traditional investments is an asset.
• Licensing/certification requirements must be met for the jurisdiction.

Responsibilities

• Supports Investment Advisors and IA Team with day-to-day administration and client service.
• Assists the advisory team in preparing for client meetings and schedules appointments.
• Handles client requests (money movement, tech issues, account updates) promptly and confidentially.
• Generates reports and maintains client databases and files.
• Ensures proper task assignment and supports teams with technology issues and policy guidance.
• Develops rapport to retain and grow client relationships and deliver exceptional service.

Skills

Verbal communication

Written communication

Organization

Collaboration

Analytical thinking

Education

Post-secondary degree in related field

Job description

BMO Nesbitt Burns, part of BMO Private Wealth, is seeking a client-focused support associate to assist Investment Advisors and branch operations with daily administration and service delivery. A client-focused role, committed to managing and growing client relationships through service and advice.

Coordinate marketing activities, assist in preparing for client meetings, handle routine requests, generate reports, and maintain client files while following risk and compliance processes to safeguard