Client Service Assistant, Private Wealth (Contract)
Role Overview
The Client Service Assistant supports investment advisors, their teams, and private wealth branch operations through administration and client service.
The role contributes to client relationship management, retention, and business objectives.
Key Skills for This Role
Full Job Posting
About BMO Nesbitt Burns
BMO Nesbitt Burns is part of BMO Private Wealth and uses a collaborative wealth-management model spanning investment management, private banking, wealth planning, and trust and estate.
Role overview
The Client Service Assistant supports investment advisors, their teams, and private wealth branch operations through administration and client service.
The role contributes to client relationship management, retention, and business objectives.
Responsibilities
- Coordinate advisory-team marketing, social media, client recognition, and events; schedule appointments and prepare for client meetings.
- Handle client inquiries, basic money movement, technology issues, account opening and updates, and timely confidential follow-up.
- Prepare reports and documents, process account and file items, and maintain client databases and files.
- Assign and track team tasks; provide technology and process support and share training, guideline, and business updates.
- Support client relationships and portfolios, assist with investment-related service, and collaborate with internal partners and the community.
- Follow risk, privacy, compliance, legal, and ethical requirements; safeguard assets and confidential information.
- Analyze issues, decide next steps, and escalate as needed.
Qualifications
- Typically 1–2 years of relevant experience.
- A related post-secondary degree is desirable, or an equivalent combination of education and experience.
- Wealth-management and branch-operations knowledge, and knowledge of traditional and non-traditional investment products, are assets.
- Familiarity with financial-planning and investment-industry technology is required.
- Must meet licensing and certification requirements for the applicable branch or jurisdiction.
- Good verbal and written communication, organization, collaboration, and team skills.
Role scope
The role handles complex and diverse tasks within established rules and limits; broader work may be assigned as needed.
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at BMO Financial Group
Manager, Registrations
Toronto, CAN
BMO is seeking a Manager, Registrations to lead registration professionals supporting regulated businesses. The role oversees registration filings, suitability reviews, regulatory advice, governance, and team development
BMO Capital Markets Summer 2027 Internship Risk and Capital Solutions Analyst, Toronto
Toronto, CAN
BMO Capital Markets is seeking a Summer Analyst for its Risk and Capital Solutions team to support capital allocation, risk management, business performance, and strategic decision-making. Applicants must be enrolled in
Wealth Planning Consultant, Private Wealth
Toronto, CAN
BMO seeks a wealth planning consultant to advise high- and ultra-high-net-worth clients and partner with Investment Advisors. The role covers financial discovery, customized planning recommendations, relationship growth,
Client Delivery Associate
Winnipeg, CAN
BMO is seeking a Client Delivery Associate to resolve service requests, address client issues, and identify improvements in commercial banking service delivery. The role also supports operational programs, reporting, and
Senior Compliance Officer
Toronto, CAN
BMO is seeking a Senior Compliance Officer to provide second-line oversight and advice for Canadian Personal and Business Banking complaints, channels, and sales practices. The role requires relevant financial-services c
Mortgage Specialist
Delta, CAN
BMO is seeking a Mortgage Specialist to grow mortgage business through referral relationships, sales, and customer support. The role guides clients through home-financing applications and requires relationship-building,
Data Engineer, Fraud Predictive Analytics
Toronto, CAN
BMO is seeking an experienced data professional to develop predictive analytics and AI solutions for fraud detection, investigation, and prevention. The work includes assembling data, building and monitoring models, and
Mortgage Specialist
Delta, CAN
BMO is seeking a Mortgage Specialist to grow home-financing business through referral relationships, sales, and customer guidance. The role develops mortgage opportunities, supports customers through applications and pro
Manager, Registrations
Toronto, CAN
BMO Capital Markets Summer 2027 Internship Risk and Capital Solutions Analyst, Toronto
Toronto, CAN
Wealth Planning Consultant, Private Wealth
Toronto, CAN
Client Delivery Associate
Winnipeg, CAN
Senior Compliance Officer
Toronto, CAN
Mortgage Specialist
Delta, CAN
Data Engineer, Fraud Predictive Analytics
Toronto, CAN
Mortgage Specialist
Delta, CAN