ClientServiceAssistant,PrivateWealth

Application Deadline: 06/07/2026 Address: 419 King Street W, Suite 301 Job Family Group: Wealth Sales & Service **BMO Private Wealth** is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within **Nesbitt Burns** , the full‑service investment advisory platform within Private Wealth, supporting high‑net‑worth clients through personalized advice and long‑term relationships. **The Client Service Assistant** 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 an