BMO Financial Group
Wealth
ClientServiceAssistant
Neural analysis suggests this role is
optimal for Entry candidates.
“Client Service Assistant at BMO Financial Group. Skills: client service, administration, client relationships, marketing activities, client meetings, client requests and inquiries, money movement, technology issues, account opening and update, Generates reports and documents, client database and client files, risk and compliance processes and policies, safeguard our customers’ assets, maintain their privacy, act in their best interests, effectively run branch, Protecting the Bank's assets and cl”
What You'll Achieve.
support achievement of business objectives.; Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.; Assists with managing a portfolio of clients to retain and grow relationships.
Industry & Context.
Analyzes issues and determines next escalates as required.; Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire., Successful completion of 30-day BMO NB Investment Representative Licensing Program.
Nice to Have
Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc. ) is an asset, Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and non traditional (managed and fee based) products is an asset
What You'll Do.
Supports one or more Investment Advisors (IAs) and IA Team and staff
and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Coordinates marketing activities on behalf of the advisory team
social media initiatives
client recognition for meaningful life events
and the planning of client events.
Assists the advisory team in preparing for client meetings
including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e. g.
and account opening and update
and follows up in a timely and confidential manner.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Provides team members with support on technology issues
use of new technology
and general inquiries and escalations related to policies
Gathers and distributes information on updates to training
and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional
customized investment-related advise
Works collaboratively within the market
BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets
maintain their privacy
act in their best interests
and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory
and ethical requirements.
Maintains the confidentiality of client and Bank information.
Completes complex & diverse tasks within given rules/limits.
Analyzes issues and determines next escalates as required.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role
in line with our Risk Culture and within our approved Risk Appetite
making sound and risk informed decisions that align to business strategy
and adhere to applicable policy documents (Frameworks
Procedures and Supporting documents)
laws and regulations.
How You'll Work.
Team & Collaboration
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.; Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Communication Scope
Verbal & written communication skills - Good
Full Job Description
Application Deadline: 06/09/2026 Address: 649 Scottsdale Drive Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. * Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. * Assists the advisory team in preparing for client meetings, including scheduling appointments. * Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. * Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. * Maintains and organizes client database and client files. * Ensures transactions and tasks are appropriately assigned to team members and completed. * Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. * Gathers and distributes information on updates to training, guidelines, technology, and other business related information. * Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience. * Assists with managing a portfolio of clients to retain and grow relationships. * Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services. * Works collaboratively within the market, BMO
Applying for this Client Service Assistant role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about BMO Financial Group?
Real rants from real employees. Read before you apply.