Job opportunity
Investment Advisor Client Service Associate
BMO
Investment Advisor support and client service define this Calgary-based opportunity with BMO Nesbitt Burns at 525 8th Ave SW.
As a Client Service Associate, you support Investment Advisors, their teams, and branch operations. Your work includes portfolio reviews, account maintenance, client inquiries, trade processing, marketing coordination, and regulatory documentation. You also help manage client relationships and provide customized investment-related service.
Key Responsibilities:
Support Investment Advisors with daily administration and client service
Schedule portfolio reviews, meetings, calls, and prospect introductions
Process account openings, transfers, funds movement, and client trades
Resolve complaints, inquiries, and escalations promptly and confidentially
Maintain client files, databases, reports, and regulatory documentation
Requirements:
Three to five years of relevant experience or related certification
Advanced knowledge of investment and administrative processes
Knowledge of compliance practices, regulations, and trade processing rules
Good communication, organization, collaboration, and analytical skills
Required licensing and certification for the applicable jurisdiction
Apply investment process knowledge, organization, and client service skills while supporting BMO Nesbitt Burns Investment Advisors.
#J-18808-Ljbffr
Apply on source site As a Client Service Associate, you support Investment Advisors, their teams, and branch operations. Your work includes portfolio reviews, account maintenance, client inquiries, trade processing, marketing coordination, and regulatory documentation. You also help manage client relationships and provide customized investment-related service.
Key Responsibilities:
Support Investment Advisors with daily administration and client service
Schedule portfolio reviews, meetings, calls, and prospect introductions
Process account openings, transfers, funds movement, and client trades
Resolve complaints, inquiries, and escalations promptly and confidentially
Maintain client files, databases, reports, and regulatory documentation
Requirements:
Three to five years of relevant experience or related certification
Advanced knowledge of investment and administrative processes
Knowledge of compliance practices, regulations, and trade processing rules
Good communication, organization, collaboration, and analytical skills
Required licensing and certification for the applicable jurisdiction
Apply investment process knowledge, organization, and client service skills while supporting BMO Nesbitt Burns Investment Advisors.
#J-18808-Ljbffr