Investment Client Services Associate

Join BMO as an Investment Client Services Associate and enhance client engagement. This role emphasizes providing tailored services and building relationships with existing and prospective clients.

Your key duties will involve supporting Investment Advisors by scheduling client interactions, preparing crucial portfolio reviews, and resolving client inquiries. Additionally, you'll manage marketing tasks and maintain organized client documentation, ensuring that the advisory team meets business goals while delivering an exceptional client experience.

Key Responsibilities:

• Schedule and manage client calls and meetings

• Prepare client reviews and reports for Investment Advisors

• Handle client initiated trades and ensure compliance

• Mentor junior associates and assist with onboarding

• Oversee client documentation and information updates

Requirements:

• 3–5 years of related experience necessary

• Proven knowledge of investment processes and regulations

• Strong communication and team collaboration skills

• Efficient organization and analytical skills

• Ability to manage client confidentiality closely

Leverage your expertise at BMO to foster long-term client relationships and contribute meaningfully to their investment journeys.
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