Client Services Assistant

Role overview

Responsibilities

• Coordinate advisory-team marketing, website and social media initiatives, client recognition, and events.
• Schedule appointments and prepare for client meetings.
• Handle client inquiries and requests, including basic money movement, technology issues, account openings, and updates.
• Prepare reports and documents; process client-account items; maintain organized client records and files.
• Track task assignments and completion; support colleagues with technology, policy, procedure, and processing questions.
• Share updates about training, guidelines, technology, and business information.
• Support client retention and growth and assist advisors with client investment needs, advice, sales, and services.
• Collaborate with market colleagues, bank partners, and the community to deliver a positive client experience.
• Follow risk and compliance procedures, protect client and bank assets and confidential information, and escalate issues as required.

Qualifications

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

Compensation

• The posting lists a base-pay range of $40,000–$42,400 and a separate salary range of $33,500–$60,000.
• The position has competitive-based pay and variable incentive potential of up to 0.5 times salary; pay type is listed as salaried and commission.

Work location

• The role is associated with the BMO branch at 16775 Yonge Street.