Job opportunity
Wealth Client Services Assistant
Bank N.A.
Support Investment Advisors at BMO through client service, account administration, and relationship management at 16775 Yonge Street. Handle inquiries, meetings, and branch tasks with care.
This Client Services Assistant supports one or more Investment Advisors, their teams, and branch operations. The role combines client relationship management, marketing coordination, account processing, and technology support. You will help deliver customized investment-related advice, sales, and services while protecting client information and assets.
Key Responsibilities:
Support Investment Advisors with daily administration and branch operations
Coordinate marketing activities, websites, social media, and client events
Schedule appointments and prepare materials for client meetings
Process money movement, account updates, reports, and client files
Manage client requests, technology issues, assignments, and follow-ups
Requirements:
One to two years of relevant experience typically required
Post-secondary degree in a related field desirable
Knowledge of wealth management and branch operations is an asset
Familiarity with financial planning and investment software
Good communication, organization, collaboration, analytical, and problem-solving skills
Apply client service, organization, and wealth administration skills supporting Investment Advisors and lasting relationships at BMO.
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Apply on source site This Client Services Assistant supports one or more Investment Advisors, their teams, and branch operations. The role combines client relationship management, marketing coordination, account processing, and technology support. You will help deliver customized investment-related advice, sales, and services while protecting client information and assets.
Key Responsibilities:
Support Investment Advisors with daily administration and branch operations
Coordinate marketing activities, websites, social media, and client events
Schedule appointments and prepare materials for client meetings
Process money movement, account updates, reports, and client files
Manage client requests, technology issues, assignments, and follow-ups
Requirements:
One to two years of relevant experience typically required
Post-secondary degree in a related field desirable
Knowledge of wealth management and branch operations is an asset
Familiarity with financial planning and investment software
Good communication, organization, collaboration, analytical, and problem-solving skills
Apply client service, organization, and wealth administration skills supporting Investment Advisors and lasting relationships at BMO.
#J-18808-Ljbffr