ClientServiceAssistant

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