Wealth Client Services & Portfolio Associate

BMO Harris Bank; Scottsdale (AZ); On-site; USD 52,000 - 96,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking an Associate in Scottsdale to partner with Portfolio Managers, delivering exceptional client service and handling all aspects of client relationships—from account administration to financial planning.

You will support client meetings, onboarding, year-end planning, and reporting, while ensuring compliance and high-quality communication with clients. This role offers a salaried structure with diverse perks.

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

• Schedule client meetings and coordinate logistics
• Prepare comprehensive meeting materials
• Complete and track all follow-up items
• Maintain accurate and timely updates in the CRM system
• Prepare and process new account applications
• Facilitate account transfers and money movement requests
• Track transactions through completion
• Respond to routine client inquiries with accuracy and professionalism
• Draft Investment Policy Statements (IPS) and IPS addendums
• Communicate directly with clients to confirm transactions and address questions or concerns
• Prepare prospective client materials and required disclosures
• Support the onboarding process for new clients from start to finish
• Assist with follow-up actions to ensure a smooth transition
• Provide operational support for key year-end activities, including gifting, RMDs, Roth conversions, capital gains
• Document activities in CRM and prepare confirmation communications
• Generate investment, performance, and tax-related reports
• Execute follow-up tasks related to annual client reviews
• Ensure compliance for managed and courtesy accounts
• Assist with portfolio rebalancing, trading, and cash management
• Support the preparation of financial planning deliverables (statements, net worth, retirement projections, cash flow analyses)

Skills

Strong communication

Professional presence

Attention to detail

Organizational skills

Time management

Independent & cross-functional work

Microsoft Office

CRM familiarity

Tamarac experience

Education

Bachelor's degree

Business or Finance background

Tools

Tamarac

CRM system

Job description

BMO Financial Group is seeking an Associate in Scottsdale to partner with Portfolio Managers, delivering exceptional client service and handling all aspects of client relationships—from account administration to financial planning.

You will support client meetings, onboarding, year-end planning, and reporting, while ensuring compliance and high-quality communication with clients. This role offers a salaried structure with diverse perks.