Client Service Associate, Bmo Nesbitt Burns

BMO Financial Group

Calgary, AB, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: month...
3-5 years relevant experience
Advanced knowledge of investment processes
Knowledge of compliance practices and regulations
This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives

Job Summary

  • This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • The position involves executing client-initiated trades, resolving complaints, and monitoring asset flows to ensure portfolio rebalancing and regulatory compliance.
  • Candidates may be eligible for a monthly discretionary bonus and a comprehensive benefits package including health insurance and tuition reimbursement.

Matching Summary

This client-focused role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Monthly discretionary bonus possible; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant experience
  • Advanced knowledge of investment processes
  • Knowledge of compliance practices and regulations
  • Trade processing rules knowledge
  • Meeting scheduling and portfolio review preparation

Nice-to-have

  • Knowledge of insurance and group products
  • Knowledge of trust and estate services
  • Knowledge of financial retirement planning
  • Mentoring and coaching junior team members
  • Strong verbal and written communication skills

Key Requirements

  • 3-5 years of relevant experience or equivalent education
  • Must meet licensing and certification requirements for the branch jurisdiction
  • Advanced knowledge of Sales Administration Manual procedures

Work Rights

Not specified

Tailored Resume

Cover Letter