Client Service Associate, Private Wealth
Client Service Associate, Private Wealth
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Job Description
Application Deadline:
Address:
30 St. Clair Avenue WestJob Family Group:
Contribute to the success of a growing Nesbitt Burns Investment Advisor (IA) Team by providing comprehensive administrative and operational support focused on delivering an exceptional client experience.
- Serve as primary point of contact for client inquiries and the opportunity to build rapport and trust with clients.
- Ability to prioritize accuracy in day-to-day responsibilities.
- Proactive positive and clear communication with IA team BMO staff and clients.
- Assists in preparing for client meetings including scheduling appointments and calls.
- Handles and ensures accurate completion a wide range of responsibilities such as wires transfers payments foreign exchange account opening and updates to client documentation.
- Generates reports and documents for IAs clients and accountants.
- Ensures tasks are tracked managed and appropriately communicated to team members.
- Complies with all compliance regulatory legal and ethics requirements.
- Maintains the confidentiality of client and Bank information.
- Broader accountabilities as needed.
Qualifications:
- Typically 12 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Knowledge of wealth management firm & branch operations is an asset.
- Familiarity with technology applications and software used in the investment industry is an asset.
- Current registration as Investment Representative (IR) with CIRO is preferred; however there is capacity to complete licensing requirements within one year of start date.
- Highly organized and detail-oriented.
- Verbal & written communication skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem-solving skills - Good.
Please note the base salary for this specific position in Toronto is 40000.00 and this role may be eligible to receive an annual discretionary bonus.
Salary:
Pay Type:
The above represents BMO Financial Groups pay range and type.
Salaries will vary based on factors such as location skills experience education and qualifications for the role and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles the salary listed above represents BMO Financial Groups expected target for the first year in this position.
BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performance-based incentives discretionary bonuses as well as other perks and rewards. BMO also offers health insurance tuition reimbursement accident and life insurance and retirement savings plans. To view more details of our benefits please visit: Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting positive change for our customers our communities and our people. By working together innovating and pushing boundaries we transform lives and businesses and power economic growth around the world.
As a member of the BMO team you are valued respected and heard and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones as you help our customers reach theirs. From in-depth training and coaching to manager support and network-building opportunities well help you gain valuable experience and broaden your skillset.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO directly or indirectly will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.
Required Experience:
IC
Employment Type
Full-Time
