Client Services Assistant Wealth Management

Position: Client Services Assistant for Wealth Management
Join BMO Financial Group as a Client Services Assistant focused on wealth management. Your dedication to exceptional client service and support will enhance client relationships and team effectiveness.

You will assist investment advisors and support branch operations by managing a variety of client inquiries, organizing marketing efforts, and preparing for client meetings. This role is pivotal in ensuring each client receives personalized service while adhering to compliance standards and protecting client confidentiality.

Key Responsibilities:

• Manage client inquiries and transaction requests

• Organize and assist in client marketing events

• Prepare documentation and reports for investment advisors

• Maintain organized and secure client files

• Provide support on technology usage and policies

Requirements:

• Typically 1-2 years of relevant experience

• Familiarity with wealth management services preferred

• Strong communication, organization, and teamwork skills

• Basic knowledge of financial products and services

• Ability to analyze issues and escalate issues as needed

Enhance client relationships and ensure exceptional service delivery at BMO Financial as a Client Services Assistant.
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