Client Service Assistant, Private Wealth

BMO

Toronto, Canada
Base: $33,600.00 - $50,900.00; bonus/equity: eligi...
Client relationship management
Investment advisor support
Financial transaction processing
This role provides exceptional client service and supports achievement of business objectives by assisting Investment Advisors and managing client relationships

Job Summary

  • This role provides exceptional client service and supports achievement of business objectives by assisting Investment Advisors and managing client relationships.
  • BMO offers a comprehensive total compensation package including base salary, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.
  • BMO is committed to an inclusive, equitable and accessible workplace and supports employees with training, coaching, and career growth opportunities.

Matching Summary

This role provides exceptional client service and supports achievement of business objectives by assisting Investment Advisors and managing client relationships.

Salary

Base: $33,600.00 - $50,900.00; Bonus/Equity: Eligible for monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client relationship management
  • Investment Advisor support
  • Financial transaction processing
  • Client database maintenance
  • Risk and compliance adherence
  • Use of financial technology applications

Nice-to-have

  • Collaboration and team skills
  • Analytical and problem solving skills
  • Verbal and written communication skills
  • Organizational skills
  • Customer experience focus

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree or equivalent
  • Investment Representative licensing with CIRO
  • Certification requirements for branch jurisdiction

Work Rights

Not specified

Tailored Resume

Cover Letter