Client Service Associate, Bmo Nesbitt Burns

BMO Nesbitt Burns

Ottawa, Canada
Base: $35,900.00 - $66,300.00; bonus/equity: commi...
Exceptional client service delivery
Client relationship management
Investment advisor support
Supports Investment Advisors and branch operations by providing day-to-day administration and exceptional client service to achieve business objectives

Job Summary

  • Supports Investment Advisors and branch operations by providing day-to-day administration and exceptional client service to achieve business objectives.
  • Manages and grows client relationships through service and advice, including booking meetings, preparing reviews, and following up on inquiries.
  • BMO is committed to an inclusive, equitable and accessible workplace, valuing diversity and offering accommodations for candidates.

Matching Summary

Supports Investment Advisors and branch operations by providing day-to-day administration and exceptional client service to achieve business objectives.

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 Advisor support
  • Account administration and maintenance
  • Trade execution and stock information
  • Risk and compliance adherence

Nice-to-have

  • Develop rapport and instill confidence
  • Collaborate within the market
  • Mentor and coach junior team members
  • Proactive client engagement

Key Requirements

  • 3-5 years relevant experience
  • Advanced investment process knowledge
  • Advanced administrative process knowledge
  • Knowledge of proprietary products and services
  • Knowledge of compliance practices and regulations
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter