Client Service Associate, Private Wealth

Wealth Sales & Service Administrative Assistant

Contribute to the success of a growing Nesbitt Burns Investment Advisor (IA) Team by providing comprehensive administrative and operational support, focused on delivering an exceptional client experience.

Responsibilities include:

• Serving as primary point of contact for client inquiries and building rapport and trust with clients.
• Prioritizing accuracy in day-to-day responsibilities.
• Proactive, positive, and clear communication with IA team, BMO staff, and clients.
• Assisting in preparing for client meetings, including scheduling appointments and calls.
• Handling and ensuring accurate completion of a wide range of responsibilities such as wires, transfers, payments, foreign exchange, account opening and updates to client documentation.
• Generating reports and documents for IAs, clients, and accountants.
• Ensuring tasks are tracked, managed, and appropriately communicated to team members.
• Complying with all compliance, regulatory, legal, and ethics requirements.
• Maintaining the confidentiality of client and Bank information.
• Broader accountabilities as needed.

Qualifications:

• Typically 1–2 years of relevant experience and post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Knowledge of wealth management firm and branch operations is an asset.
• Familiarity with technology applications and software used in the investment industry is an asset.
• Current registration as Investment Representative (IR) with CIRO.
• Highly organized and detail-oriented.
• Good verbal and written communication skills.
• Good collaboration and team skills.
• Good analytical and problem-solving skills.

Salary: $35,900.00 - $66,300.00

Pay type: Salaried & Commission

The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.