Client Service Assistant

BMO Financial Group

Waterloo, Ontario, Canada
Base: $32,400.00 - $48,300.00; bonus/equity: commi...
Day-to-day client service delivery
Investment advisor team support
Account opening and update processing
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • The position involves coordinating marketing activities, scheduling appointments, and handling general client inquiries including basic money movements and technology issues.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $32,400.00 - $48,300.00; Bonus/Equity: Commission structure included; Benefits: Health, tuition, accident, life insurance, retirement plans

Skills & Requirements

Must-have

  • Day-to-day client service delivery
  • Investment advisor team support
  • Account opening and update processing
  • Basic money movement handling
  • Client database maintenance

Nice-to-have

  • Strong verbal and written communication
  • Collaborative team player mindset
  • Analytical problem-solving skills
  • Technology application familiarity
  • Relationship building capabilities

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree in related field
  • Knowledge of wealth management operations
  • Familiarity with financial planning software
  • Branch licensing requirements compliance

Work Rights

Not specified

Tailored Resume

Cover Letter