Client Service Assistant, Private Wealth

Role overview

Client and team support

• Coordinate advisory team marketing, including website and social media initiatives, client recognition, and client events.
• Prepare for client meetings and schedule appointments.
• Handle daily client requests, including wires, transfers, technology issues, account openings, and account updates; follow up confidentially and promptly.
• Generate reports and documents, process account items, and maintain client databases and files.
• Ensure transactions and tasks are assigned and completed.
• Support technology use and resolve or escalate inquiries on policies, procedures, and processing.
• Share updates on training, guidelines, technology, and business information.
• Build client rapport, retain and grow relationships, and provide a positive client experience.
• Assist with client portfolios and support advisors’ investment-related client needs, advice, sales, and services.
• Collaborate with colleagues, BMO partners, and the community to deliver customer experience.
• Follow risk and compliance procedures, protect assets and privacy, and maintain confidentiality.

Qualifications

• Typically 1–2 years of relevant experience and a related post-secondary degree are desirable, or an equivalent combination of education and experience.
• Knowledge of wealth management and branch operations is an asset.
• Knowledge of traditional or non-traditional investment product operations is an asset.
• Familiarity with technology applications and software used in financial planning and investment is expected.
• Investment Representative licensing with CIRO and branch or jurisdiction certification requirements must be met.
• Good verbal and written communication, organization, collaboration, teamwork, analytical, and problem-solving skills.

Compensation

• The posting lists a salary range of $33,500 to $60,000 and salaried and commission pay types.
• The role may receive an additional monthly discretionary bonus, with variable incentive potential; the stated base salary for this position is $40,000.
• Compensation varies based on factors including location, skills, experience, education, and qualifications.

Benefits

• BMO describes benefits including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.