Client Service Assistant, BMO Nesbitt Burns
Core
Administrative support for Investment Advisors and private wealth branch operations, managing client service requests, marketing activities, and account administration.
Role type
Client Service Assistant (Wealth Management)
Builds
Client service experience and operational support for private wealth branches
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Administrative coordination, Financial product knowledge, Regulatory compliance, Technology support, Data management
Preferred skills
Wealth management operations knowledge, Traditional and non-traditional investment products knowledge, Financial planning software familiarity
Technologies
Financial planning software, CRM systems, Wire transfer platforms
Responsibilities
Coordinate marketing activities and client events, Handle client inquiries and basic money movements, Generate reports and maintain client databases, Support Investment Advisors with meeting preparation and account tasks, Ensure compliance with risk and regulatory policies
Seniority
Entry-level to Junior (1-2 years experience)