Wealth Relationship Advisor — Grow client success & service

Bank of Montreal; Naperville (IL); On-site; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

Bank of Montreal in Naperville, IL seeks a capable professional to provide administrative and operational support for wealth planning and client services. You will collaborate with the branch team, assist in marketing initiatives, and help prepare client meeting materials.

Key responsibilities include monitoring performance, analyzing data, and ensuring compliance with risk and regulatory standards while building trusted relationships with clients and internal partners.

Qualifications

• 2–3 years of relevant experience with a related post-secondary degree.
• Advanced knowledge of investment processes and procedures.
• Knowledge of proprietary products and services.
• Investment industry licensing for the designated jurisdiction.
• Strong verbal and written communication, organizational, collaboration, and analytical skills.

Responsibilities

• Provide administrative and operational support for financial planning and advice.
• Collaborate with branch team and business partners.
• Monitor sales and service performance to identify gaps and best practices.
• Support client acquisition through internal referrals and external marketing.
• Prepare information for client meetings and annual reviews.
• Ensure compliance with risk, regulatory and privacy requirements.

Skills

Administrative support

Customer service

Data analysis

Sales support

Education

Post-secondary degree in related field

Tools

Dashboard reporting

Job description

Bank of Montreal in Naperville, IL seeks a capable professional to provide administrative and operational support for wealth planning and client services. You will collaborate with the branch team, assist in marketing initiatives, and help prepare client meeting materials.

Key responsibilities include monitoring performance, analyzing data, and ensuring compliance with risk and regulatory standards while building trusted relationships with clients and internal partners.