Bilingual (eng/fr) Client Service Associate

BMO Financial Group

Ottawa, Ontario, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: inclu...
Not specified
Bilingual english/french required
Execute client initiated trades
Manage client account maintenance
BMO Financial Group is seeking a bilingual (English/French) Client Service Associate to support Investment Advisors and enhance client relationships through exceptional service. The role involves handling client inquiries, account maintenance, and providing investment-related advice while ensuring compliance with regulatory standards

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • The position requires executing client-initiated trades, handling account maintenance, and resolving complaints in a timely and confidential manner.
  • Candidates must possess advanced knowledge of investment processes, compliance regulations, and proprietary products to advise on client needs.

Matching Summary

Match Score: 85

BMO Financial Group is seeking a bilingual (English/French) Client Service Associate to support Investment Advisors and enhance client relationships through exceptional service. The role involves handling client inquiries, account maintenance, and providing investment-related advice while ensuring compliance with regulatory standards.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Includes commission structure; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Bilingual English/French required
  • Execute client initiated trades
  • Manage client account maintenance
  • Process money movement transfers
  • Resolve client complaints effectively

Nice-to-have

  • Knowledge of insurance products
  • Experience with trust services
  • Financial planning knowledge
  • Mentoring junior team members
  • Building long-term client relationships

Key Requirements

  • 3-5 years relevant experience
  • Canadian Securities Course certification
  • Current Investment Representative registration
  • 10 CIRO compliance credits over 2 years
  • Advanced administrative process knowledge

Work Rights

Not specified

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