Client Service Associate

BMO

Ottawa, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: commi...
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Exceptional client service delivery
Client relationship management
Investment process and procedures
** BMO is seeking a Client Service Associate in Ottawa to support Investment Advisors and enhance client relationships through exceptional service and administrative support. The ideal candidate will have relevant experience in investment processes, strong communication skills, and a commitment to compliance and client satisfaction. **

Job Summary

  • Supports Investment Advisors and branch operations by providing day-to-day administration and exceptional client service.
  • Responsibilities include booking meetings, coordinating marketing, preparing client reviews, following up on inquiries, and executing client-initiated trades.
  • The role offers potential for additional discretionary compensation and emphasizes building and growing client relationships.

Matching Summary

Match Score: 75

** BMO is seeking a Client Service Associate in Ottawa to support Investment Advisors and enhance client relationships through exceptional service and administrative support. The ideal candidate will have relevant experience in investment processes, strong communication skills, and a commitment to compliance and client satisfaction. **

Salary

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

Skills & Requirements

Must-have

  • Exceptional client service delivery
  • Client relationship management
  • Investment process and procedures
  • Sales Administration Manual knowledge
  • Proprietary products and services knowledge
  • Risk and compliance processes
  • Confidentiality of client information

Nice-to-have

  • Marketing activities coordination
  • Client event planning
  • Mentoring and coaching junior staff
  • Collaboration with BMO partners
  • Knowledge of Insurance and group products
  • Knowledge of Trust and Estate services

Key Requirements

  • 3-5 years of relevant experience
  • Canadian Securities Course & Conduct and Practices Handbook completion
  • Current registration as Investment Representative (IR)
  • 10 CO credits/Compliance training
  • Advanced knowledge of administrative processes
  • Good verbal & written communication skills
  • Good organization skills
  • Good collaboration & team skills
  • Good analytical and problem solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter