Client Service Assistant, Private Wealth

BMO Financial Group

Toronto, ON, Canada
Base: $41,600; bonus: monthly discretionary bonus ...
Manage client relationships
Process account transfers
Schedule investment meetings
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 requires handling general client requests including money movement, technology issues, and account updates while maintaining strict confidentiality.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

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

Salary

Base: $41,600; Bonus: Monthly discretionary bonus eligible; Benefits: Health, tuition, life insurance, retirement plans

Skills & Requirements

Must-have

  • Manage client relationships
  • Process account transfers
  • Schedule investment meetings
  • Maintain confidential files

Nice-to-have

  • Build rapport with clients
  • Collaborate within team
  • Adapt to new technology

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree desirable
  • CIRO Investment Representative licensing

Work Rights

Not specified

Tailored Resume

Cover Letter