Senior Client Service Associate, Private Wealth

BMO

Toronto, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: subst...
Exceptional client service delivery
Investment advisor support
Client database maintenance
Supports Investment Advisors and Private Wealth branch operations with day-to-day administration and provides exceptional client service

Job Summary

  • Supports Investment Advisors and Private Wealth branch operations with day-to-day administration and provides exceptional client service.
  • Manages and grows client relationships through service and advice, including booking meetings, preparing reviews, and following up on inquiries.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Supports Investment Advisors and Private Wealth branch operations with day-to-day administration and provides exceptional client service.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: substantial fixed monthly bonus; Benefits: health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Investment Advisor support
  • Client database maintenance
  • Regulatory compliance adherence
  • Client-focused relationship management

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborative market engagement
  • Proactive risk and compliance monitoring
  • Positive client experience promotion

Key Requirements

  • 5-7 years relevant experience
  • Advanced knowledge of investment process
  • Advanced knowledge of administrative procedures
  • Advanced knowledge of proprietary products
  • Knowledge of compliance practices
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter