Job Description
Become a part of BMO Private Wealth as a Client Service Associate, dedicated to delivering exceptional service for high-net-worth clients. This key role supports Investment Advisors and fosters client loyalty through tailored advice and proactive engagement.
As a member of the Nesbitt Burns platform, you'll be instrumental in managing client relationships while assisting in daily administration and event planning. Collaborating with the advisory team, you will enhance the client experience through effective communication and technology support while adhering to compliance standards.
Key Responsibilities:
• Coordinate marketing and recognition activities for clients
• Prepare and assist in scheduling client meetings
• Address client inquiries regarding transactions and services
• Maintain accurate client records and files
• Support technology usage and process adherence
Requirements:
• 1-2 years of relevant exper...
As a member of the Nesbitt Burns platform, you'll be instrumental in managing client relationships while assisting in daily administration and event planning. Collaborating with the advisory team, you will enhance the client experience through effective communication and technology support while adhering to compliance standards.
Key Responsibilities:
• Coordinate marketing and recognition activities for clients
• Prepare and assist in scheduling client meetings
• Address client inquiries regarding transactions and services
• Maintain accurate client records and files
• Support technology usage and process adherence
Requirements:
• 1-2 years of relevant exper...