Wealth Portfolio Associate - Client-Focused PM Support

BMO; Scottsdale (AZ); On-site; USD 52,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plan

Job summary

BMO Financial Group is seeking an Associate in Scottsdale, AZ, to partner with Portfolio Managers and deliver an exceptional client experience across account administration, client service, financial planning, and proactive communication.

The role involves client meetings, onboarding new clients, year-end planning support, reporting, and portfolio management assistance, with a focus on accuracy and professionalism. A 2+ year background in financial services is preferred.

Qualifications

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

Responsibilities

• Schedule client meetings and coordinate logistics.
• Prepare comprehensive meeting materials and follow-up items.
• Process new account applications and facilitate transfers and money movements.
• Provide client service and account administration with accurate inquiries.
• Support onboarding for new clients from start to finish.
• Aid year-end planning activities (gift planning, RMDs, Roth conversions, capital gains).
• Generate investment, performance, and tax-related reports as requested by Portfolio Managers.
• Assist with annual client reviews and compliance with managed and courtesy accounts.
• Support portfolio management activities including rebalancing, trading, and cash management.
• Assist with financial planning deliverables (statements of objectives, net worth, retirement projections, cash flow).

Skills

Strong communication

Professional presence

Attention to detail

Organizational skills

Independent & collaborative

Microsoft Office

Tamarac experience

Education

Bachelors degree

Business or Finance background

Tools

Tamarac

Job description

BMO Financial Group is seeking an Associate in Scottsdale, AZ, to partner with Portfolio Managers and deliver an exceptional client experience across account administration, client service, financial planning, and proactive communication.

The role involves client meetings, onboarding new clients, year-end planning support, reporting, and portfolio management assistance, with a focus on accuracy and professionalism. A 2+ year background in financial services is preferred.