Client Service Associate
Role Overview
Supports one or more Investment Advisors, their teams, and branch operations with day-to-day administration and client service.
The role focuses on managing and growing client relationships through service and advice.
Key Skills for This Role
Full Job Posting
About BMO Nesbitt Burns and BMO Private Wealth
BMO Nesbitt Burns is part of BMO Private Wealth and describes a collaborative wealth-management model spanning investment management, private banking, wealth planning, and trust and estate.
Role overview
Supports one or more Investment Advisors, their teams, and branch operations with day-to-day administration and client service.
The role focuses on managing and growing client relationships through service and advice.
Client and advisor support
- Book prospect meetings, prepare introductory packages, and coordinate marketing activities, social media, client recognition, and client events.
- Schedule and prepare portfolio reviews, arrange client calls, and provide updates to Investment Advisors.
- Handle client inquiries, account maintenance, new accounts, transfers, and requested fund movements; resolve complaints and escalate as needed.
- Execute client-initiated trades by phone or in person and provide stock information upon request.
- Generate reports and documents, process account items, and maintain client databases and files.
- Monitor asset movements and alert Investment Advisors to portfolio rebalancing needs.
- Process client-file and regulatory documentation and monitor account redocumentation.
- Coordinate task assignments and completion; support and coach colleagues and share updates on training, guidelines, technology, and procedures.
- Build client relationships, support retention and growth, and assist with investment-related advice, sales, and services.
Role expectations
- Deliver a client-focused service experience and support Investment Advisors and branch operations.
- Protect client and Bank assets and confidential information, and comply with risk, regulatory, legal, and ethical requirements.
- Analyze issues, determine next steps, and complete complex tasks or escalations within established rules and limits.
Risk and compliance
Apply the Risk Management Framework and make sound, risk-informed decisions aligned with business strategy and approved risk appetite.
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
Associate, Internal Sales, Intermediary Distribution
Toronto, CAN
BMO is seeking a commercially minded sales professional to grow an investment distribution territory and build relationships with investment advisors. The role involves prospecting, presenting investment solutions, and m
Personal Banker
Squamish, CAN
Application Deadline: 12/13/2026 Address: 38201 Cleveland Avenue Job Family Group: Retail Banking Sales & Service Understands customer needs and provides credit and lending-related sales and service to BMO customers or p
Personal Banking Associate
Burnaby, CAN
BMO is seeking a customer-focused associate to provide personal banking guidance and support branch goals. You’ll handle transactions, discuss banking and credit card needs, recommend digital options, and make referrals
Investment Advisor, BMO Nesbitt Burns
Toronto, CAN
BMO is seeking an Investment Advisor to build an advisory business and deliver wealth-management advice to high-net-worth clients, families, and business owners. The role involves portfolio management, client development
Personal Banking Associate
Toronto, CAN
BMO is looking for a customer-focused associate to support personal banking clients, provide financial guidance, and contribute to branch results. Applicants typically have 1–2 years of relevant experience, consultative
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
Calgary, CAN
BMO is seeking a Client Service Assistant on a 12-month contract to support investment advisors with client service, account administration, and branch operations. Candidates should bring relevant experience, strong comm
Vice President, Investment Banking - Metals and Mining
Toronto, CAN
BMO Capital Markets is hiring a Vice President for its Toronto-based Metals & Mining investment banking team. The role supports mandate execution and client coverage and pitching, with at least five years of investment b
Manager, Strategic Programs and Partnerships
Toronto, CAN
BMO is seeking a manager to advance strategic programs and partner outcomes within Home Financing. The role combines portfolio planning, data-informed decision-making, risk and vendor oversight, and cross-functional proc
Associate, Internal Sales, Intermediary Distribution
Toronto, CAN
Personal Banker
Squamish, CAN
Personal Banking Associate
Burnaby, CAN
Investment Advisor, BMO Nesbitt Burns
Toronto, CAN
Personal Banking Associate
Toronto, CAN
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
Calgary, CAN
Vice President, Investment Banking - Metals and Mining
Toronto, CAN
Manager, Strategic Programs and Partnerships
Toronto, CAN