ClientServiceAssistant

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.