Job Title

Join BMO Private Wealth as a Client Service Assistant and support high-net-worth clients with tailored advice. Engage in proactive client service while collaborating with a dedicated team. This client-focused role is designed for an individual who values building long-term relationships. As part of the Nesbitt Burns team, you will perform vital administrative functions, coordinate marketing activities, and respond to client requests. Your expertise will be essential in maintaining confidentiality and ensuring compliance with the bank''s regulations while fostering a positive client experience. Key Responsibilities: Coordinate and promote client recognition initiatives Assist the advisory team with client meeting preparations Handle basic money movement and account updates Generate reports and maintain client files Support team members on technology issues Requirements: 1-2 years of relevant client service experience Understanding of wealth management services Basic knowledge of investment products Excellent communication and organizational skills Strong team collaboration abilities Contribute to an exceptional client experience through your role as a Client Service Assistant at BMO Private Wealth. #J-18808-Ljbffr