Client Service Associate Private Wealth

Position: Client Service Associate at BMO Private Wealth
Elevate your career as a Client Service Associate with BMO Private Wealth, dedicated to high-net-worth clients. You'll provide exceptional administrative support and personalized service to Investment Advisors.

This role is essential within Nesbitt Burns, focusing on building long-term client relationships and supporting Investment Advisors. You will coordinate meetings, handle inquiries, and assist with portfolio reviews, ensuring clients receive top-notch service. Leveraging your expertise will help drive business objectives and client satisfaction.

Key Responsibilities:

• Book meetings with prospects and prepare introductory packages

• Coordinate marketing activities for advisory teams

• Schedule and prepare client portfolio reviews

• Handle client inquiries and account maintenance

• Execute client trades and provide stock information

Requirements:

• 3-5 years of relevant experience in client service

• Advanced knowledge of investment processes and compliance

• Must meet Investment Representative licensing requirements

• Strong verbal and written communication skills

• Excellent organizational and analytical abilities

Provide outstanding support to enhance client relationships and contribute to the success of BMO Private Wealth.
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