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About the role
- Client Service Assistant supporting BMO Private Wealth advisors and client portfolios. Coordinating account services, meetings, marketing, reporting and compliant day-to-day branch operations.
Responsibilities
- Support one or more Investment Advisors, their teams and staff, and private wealth branch operations with day-to-day administration
- Deliver exceptional client service and support business objectives
- Coordinate advisory-team marketing activities, including website and social media initiatives, client recognition and client events
- Prepare for client meetings and schedule appointments
- Handle client requests and inquiries, including basic money movement, technology issues, account opening and updates
- Generate reports and documents for Investment Advisors and clients
- Process items for client accounts and files
- Maintain and organize client databases and files
- Assign transactions and tasks to team members and ensure completion
- Support team members with technology issues, new technology, policies, procedures and escalations
- Gather and distribute updates on training, guidelines, technology and business information
- Build client rapport, credibility and positive experiences to retain long-term relationships
- Assist with managing a client portfolio and growing relationships
- Support Investment Advisors with customized investment-related advice, sales and services
- Collaborate within the market, with BMO partners and the community
- Follow risk and compliance processes to safeguard assets, protect privacy and operate the branch effectively
- Protect Bank and client assets and comply with regulatory, legal and ethical requirements
- Analyze issues, determine next steps and escalate as required
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies and regulations
Requirements
- Typically 1–2 years of relevant experience
- Post-secondary degree in a related field desirable, or equivalent combination of education and experience
- Knowledge of wealth management company and branch operations is an asset
- Knowledge of traditional products including stocks, bonds, money market and mutual funds is an asset
- Knowledge of non-traditional managed and fee-based products is an asset
- Familiarity with technology applications and software used in financial planning and investment
- Must meet licensing and certification requirements for the branch/jurisdiction
- Basic specialized knowledge
- Good verbal and written communication skills
- Good organization skills
- Good collaboration and team skills
- Good analytical and problem-solving skills
Benefits
- Competitive-based pay and variable incentive structure up to 0.5X salary
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Tools and resources to reach new milestones
- Inclusive, equitable and accessible workplace
- Accommodations available on request
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