Client Service Assistant

BMO Financial Group

Waterloo, Ontario, Canada
Base: $32,400.00 - $48,300.00; bonus/equity: inclu...
Day-to-day client relationship management
Basic money movement processing
Account opening and update handling
The role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives

Job Summary

  • The role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • Employees coordinate marketing activities, handle general client inquiries including wires and transfers, and maintain organized client databases.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

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

Salary

Base: $32,400.00 - $48,300.00; Bonus/Equity: Includes commission structure; Benefits: Health, tuition, accident, life insurance, retirement plans

Skills & Requirements

Must-have

  • Day-to-day client relationship management
  • Basic money movement processing
  • Account opening and update handling

Nice-to-have

  • Knowledge of traditional and non-traditional products
  • Familiarity with financial planning technology
  • Ability to instill confidence with clients

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree in related field
  • Must meet licensing requirements for branch/jurisdiction

Work Rights

Not specified

Tailored Resume

Cover Letter