Client Service Assistant, BMO Nesbitt Burns (12-month contract)
Core
Provides exceptional client service and day-to-day administration to support Investment Advisors and branch operations in wealth management.
Role type
Client Service Assistant (Wealth Management)
Builds
Client relationships and branch operational efficiency
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, Investment product knowledge, Financial planning software familiarity
Responsibilities
Coordinate marketing activities and client events, Handle client inquiries and basic money movements, Generate reports and maintain client databases, Support IAs with investment needs and account updates, Ensure risk and compliance processes are followed
Seniority
Entry to Mid-level, Contract