Client Service Associate
Core
Supports Investment Advisors and branch operations by managing client relationships, executing trades, and handling administrative tasks to retain and grow client portfolios.
Role type
Client Service Associate (Wealth Management)
Builds
Client relationships and portfolio management services for BMO Financial Group
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Trade execution, account administration, client relationship management, regulatory compliance, portfolio monitoring, meeting coordination, data management
Preferred skills
Investment process knowledge, insurance/group products, trust/estate services, financial planning, trade processing rules
Technologies
Proprietary banking and investment platforms
Responsibilities
Execute client-initiated trades, resolve client complaints, schedule portfolio reviews, maintain client databases, process account transfers and fund remittances, generate client reports, mentor junior team members, monitor regulatory documentation
Seniority
Mid-level, hands-on IC