ClientServiceAssociate,PrivateWealth

Application Deadline: 05/28/2026 Address: 737 Golf Links Road, Unit 5 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. This role supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth 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 distrib