Portfolio Operations & Client Services Associate

BMO U.S.; Scottsdale (AZ); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Job summary

BMO Financial Group is seeking an Associate in Scottsdale to partner with Portfolio Managers and deliver outstanding client experiences across account administration, service, and financial planning.

You will support client communications, onboarding, IPS drafting, and annual planning activities, contributing to a compliant, efficient client journey and ongoing relationship management.

Qualifications

• Bachelor’s degree required; Business or Finance a plus.
• 2+ years of experience in financial services preferred.
• Working knowledge of financial markets and investment concepts.
• Interest in pursuing CFP®, CFA®, CPA, or MBA strongly preferred.

Responsibilities

• Partner with Portfolio Managers to deliver exceptional client experience.
• Support client relationships, including account administration and service.
• Prepare and process new account applications and transfers.
• Draft Investment Policy Statements (IPS) and IPS addendums.
• Prepare and deliver client materials and disclosures.
• Assist with year-end planning and reporting.

Skills

Client communication

Detail oriented

Cross-functional teamwork

Microsoft Office

CRM familiarity

Tamarac experience

Education

Bachelor’s degree

Tools

Tamarac

Job description

BMO Financial Group is seeking an Associate in Scottsdale to partner with Portfolio Managers and deliver outstanding client experiences across account administration, service, and financial planning.

You will support client communications, onboarding, IPS drafting, and annual planning activities, contributing to a compliant, efficient client journey and ongoing relationship management.