Client Service Associate

BMO

Vancouver, BC, Canada
Base: $35,900 - $66,300; bonus/equity: commission ...
Investment representative registration required
Advanced knowledge of investment processes
Trade processing rules expertise
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 compliance.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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 - $66,300; Bonus/Equity: Commission structure included; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Investment Representative registration required
  • Advanced knowledge of investment processes
  • Trade processing rules expertise
  • Compliance and regulatory knowledge
  • Client portfolio review coordination

Nice-to-have

  • Knowledge of insurance and group products
  • Experience with trust and estate services
  • Financial and retirement planning knowledge
  • Mentoring and coaching capabilities
  • Strong verbal and written communication skills

Key Requirements

  • 3-5 years relevant experience or equivalent education
  • Current Investment Representative (IR) registration
  • 10 CO credits/Compliance training over 2-year cycle
  • Advanced knowledge of Sales Administration Manual procedures

Work Rights

Not specified

Tailored Resume

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