BMO Nesbitt Burns
Wealth Management
ClientServiceAssociate,BMONesbittBurns(Contract)
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“Client Service Associate, BMO Nesbitt Burns (Contract) at BMO Nesbitt Burns. Skills: Client service, Investment advising support, Administrative support. Support Investment Advisors and IA Team. Provide day-to-day administration”
What You'll Achieve.
Achievement of business objectives; Retaining long-term client relationships; Safeguard customers’ assets; Maintain customer privacy; Act in customers’ best interests; Ensure an effectively run branch; Comply with all regulatory, legal, and ethical requirements
Industry & Context.
Analytical and problem solving skills - Good
What They're Looking For.
Must Have
Typically between 3 – 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience, Advanced knowledge of investment process and procedures, Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual, Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s), Knowledge of compliance practices and regulations, Knowledge of trade processing rules, Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled, Specialized knowledge, Verbal & written communication skills - Good, Organization skills - Good, Collaboration & team skills - Good, Analytical and problem solving skills - Good
Nice to Have
Knowledge of Insurance and group products is an asset, Knowledge of Trust and Estate services is an asset, Knowledge of Financial/Retirement planning
What You'll Do.
Support Investment Advisors and IA Team
Provide day-to-day administration
Deliver exceptional client service
Manage and grow client relationships
Book meetings with new prospects
Prepare introductory packages
Coordinate marketing activities
Schedule and prepare client portfolio reviews
Follow up on client inquiries
Resolve client complaints
Execute client initiated trades
Handle clients’ general day-to-day requests
Generate reports and documents
Maintain and organize client database
Monitor incoming and outgoing assets
Administer and process documentation
Monitor redocumentation of client accounts
Ensure transactions and tasks are completed
Mentor and coach new team members
Provide support on technology issues
Gather and distribute information
Develop rapport and instill confidence with clients
Assist with managing a portfolio of clients
Support IA’s in individual client investment needs
Work collaboratively within the market
Follow through on risk and compliance processes
Protect the Bank's assets
Maintain confidentiality of client information
Complete complex & diverse tasks
Analyze issues and determine next steps
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.; Ensures transactions and tasks are appropriately assigned to team members and completed.; Mentors and coaches new or junior members to the team and branch.
Communication Scope
Verbal & written communication skills - Good
Full Job Description
Application Deadline: 06/04/2026 Address: 10175 101 Street NW 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. _**As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.**_ * Books meetings with new prospects and prepares introductory package for the prospect/referral. * 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. * Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. * Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request. * Resolves client complaints in a timely and effective manner; escalates as required. * Accepts and executes client initiated trades over the phone or in person and provides stock information as requested. * 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. * Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios. * Administers and processes documentation related to cli
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