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Client Service Assistant

BMO Financial Group
Hamilton, CAN
Full-time
Onsite
$33,500–$60,000
Discovered 3 weeks ago
Client serviceWealth management operationsClient relationship managementAccount opening and maintenanceMoney movement processingClient database and file management

Full Job Posting

Role overview

Supports Investment Advisors and their teams, as well as private wealth branch operations, through administration and client service.

The role focuses on building and retaining client relationships and supporting business objectives.

Client and team support

  • Coordinate team marketing, social media, client recognition, and client events; schedule appointments and prepare for meetings.
  • Handle client inquiries, basic money movement, technology issues, account openings and updates, and timely confidential follow-up.
  • Generate client reports and documents; process account items and maintain organized client records.
  • Support colleagues with technology, processing, policies, procedures, escalations, and business updates.
  • Help retain and grow client relationships and support client investment needs and services.

Risk and operations

  • Ensure team tasks and transactions are assigned and completed.
  • Follow risk, compliance, regulatory, legal, and ethical requirements; protect client and bank assets and confidential information.
  • Analyze issues, decide next steps, and escalate as needed.

Qualifications

  • Typically 1–2 years of relevant experience.
  • Related post-secondary degree is desirable, or equivalent education and experience.
  • Knowledge of wealth management operations and traditional or non-traditional investment products is an asset.
  • Familiarity with financial planning and investment technology is required.
  • Must meet CIRO Investment Representative licensing and applicable branch or jurisdiction certification requirements.
  • Good communication, organization, collaboration, analytical, and problem-solving skills.

Work locations

  • Requires flexibility to work at both the Lime Ridge Mall office in Hamilton and the Burlington office as needed.

Compensation

  • The description lists a $33,500–$60,000 salary range and salaried and commission pay type.
  • A separate note states a $40,000 base salary and possible monthly discretionary bonus; total earning potential may include variable incentives.

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