Client Service Assistant at BMO Private Wealth

Elevate your career as a Client Service Assistant with BMO Private Wealth in Markham and North York, supporting Investment Advisors with exceptional client service and administration. Manage client relationships while ensuring operational excellence.
In this role, you will assist the advisory team with various tasks, from coordinating marketing activities to handling client inquiries. Your responsibilities also include preparing for client meetings, managing client files, and maintaining a comprehensive client database. Your contributions will be vital in delivering high-quality support and fostering long-term client relationships.
Key Responsibilities:
• Coordinate marketing initiatives for the advisory team
• Assist in scheduling client meetings and appointments
• Handle day-to-day client inquiries and requests
• Generate reports and process items for client accounts
• Maintain organization of client database and files
Requirements:
• 1–2 years of relevant ...