Wealth Client Services Specialist
BMO Wealth Sales & Service is seeking a client-focused professional to support Investment Advisors and IA teams, handling day-to-day administration and client requests. You will book meetings, prepare introductory packages, and help with portfolio reviews and client communications.
In this role you will manage client inquiries, assist with trades and transfers, and ensure documentation is up-to-date. A strong understanding of investment processes and compliance is essential.
This opportunity is for the Wealth Client Services Specialist role at BMO.
The position is based in Toronto, ON, Canada.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 38.000 - 72.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Specialist role in the description above.
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