BMO U.S.

Client Service Assistant

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Markham • Canada

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Salary

💰 CA$33,600 - CA$50,900 per year

Job Level

Junior

About the role

  • Support one or more Investment Advisors (IAs) and IA Team with day-to-day administration
  • Manage and grow client relationships through service delivery
  • Coordinate marketing activities on behalf of the advisory team
  • Assist the advisory team in preparing for client meetings
  • Handle clients’ day-to-day requests and inquiries
  • Generate reports and documents for IAs and clients
  • Maintain and organize client database and files
  • Ensure transactions and tasks are appropriately assigned and completed
  • Support team members on technology issues

Requirements

  • Typically between 1 – 2 years of relevant experience
  • Post-secondary degree in related field of study desirable
  • Knowledge of wealth management company and branch operations is an asset
  • Knowledge of traditional and non-traditional products is an asset
  • Familiarity with technology applications and software used in the financial planning and investment industry
  • Successful completion of Canadian Securities Course and Conduct and Practices Handbook exam within 18 months from date of hire
  • Successful completion of 30-day BMO NB Investment Representative Licensing Program
  • Good verbal & written communication skills
  • Good organization skills
  • Good collaboration & team skills
  • Good analytical and problem-solving skills
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client relationship managementreport generationdatabase managementadministrationservice deliverymarketing coordinationfinancial planninginvestment knowledgeproblem-solvinganalytical skills
Soft Skills
verbal communicationwritten communicationorganizationcollaborationteamwork
Certifications
Canadian Securities CourseConduct and Practices Handbook examBMO NB Investment Representative Licensing Program