Client-Focused Associate in Private Wealth

Join BMO Private Wealth as a Client Service Associate and support high-net-worth families with tailored advice. Drive client satisfaction through proactive service and relationship management.

You'll work directly with Investment Advisors to enhance administrative efficiency while maintaining strong client connections. This role emphasizes excellence in service delivery, requiring you to manage inquiries, assist in account setups, and coordinate marketing efforts. Your contribution will ensure that client portfolios are well-managed and updated.

Key Responsibilities:

• Manage client meetings and prepare necessary documentation

• Assist IAs with client portfolio reviews and updates

• Handle client inquiries and resolve issues swiftly

• Track and process client transactions accurately

• Generate reports for advisors and maintain client files

Requirements:

• 3-5 years of relevant experience in finance

• Must possess CIRO Investment Representative licensing

• In-depth knowledge of administrative and investment procedures

• Proficient in compliance and regulatory practices

• Excellent teamwork and analytical problem-solving skills

Support the growth of long-term relationships while enhancing your skills in a respected financial environment.
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