Client Service Associate

Position: Client Service Associate Role at BMO
Step into the Client Service Associate position at BMO Private Wealth, where you'll deliver exceptional service for high-net-worth clients. Use your organizational skills to provide comprehensive administrative support in a collaborative setting.

As part of the Nesbitt Burns team, you will be integral to various administrative functions such as meeting organization and communication. Your dedication to client satisfaction and attention to detail will drive the long-term success of client relationships within a supportive environment focused on growth.

Key Responsibilities:

• Provide administrative assistance including calendar and expense management

• Support communication with internal and external stakeholders

• Prepare reports, agendas, and meeting materials

• Manage logistics for events and training sessions

• Ensure adherence to administrative processes and guidelines

Requirements:

• 1–2 years of relevant experience in administrative roles

• Understanding of wealth management operations is advantageous

• Good problem-solving and analytical skills

• Effective communication and organizational skills

• Investment Representative licensing required within 12 months

Advance your career while making a significant impact on client relationships at BMO Private Wealth.
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