Job Description
Join BMO Private Wealth as an Investment Client Service Assistant, serving clients in Markham and North York. Support Investment Advisors by managing daily operations and fostering client relationships.
In this highly interactive role, you'll help the advisory team with client meetings, coordinate marketing tasks, and respond to client inquiries related to account management and transactions. Your efforts will directly contribute to delivering a top-notch client experience, strengthening relationships, and ensuring compliance with policies.
Key Responsibilities:
• Schedule and prepare for client meetings
• Assist clients with daily inquiries and account updates
• Generate documentation and reports for advisors
• Maintain organized client files and databases
• Collaborate with team members on technology issues
Requirements:
• 1–2 years of experience in a relevant field
• Understanding of client services and...
In this highly interactive role, you'll help the advisory team with client meetings, coordinate marketing tasks, and respond to client inquiries related to account management and transactions. Your efforts will directly contribute to delivering a top-notch client experience, strengthening relationships, and ensuring compliance with policies.
Key Responsibilities:
• Schedule and prepare for client meetings
• Assist clients with daily inquiries and account updates
• Generate documentation and reports for advisors
• Maintain organized client files and databases
• Collaborate with team members on technology issues
Requirements:
• 1–2 years of experience in a relevant field
• Understanding of client services and...