Job Description
Elevate your career as a Client Service Assistant with BMO Private Wealth. This client-focused role is dedicated to supporting Investment Advisors and delivering exceptional service.
As a crucial part of the advisory team, you will assist in day-to-day administration while managing client relationships. Your responsibilities will include coordinating marketing activities, preparing for client meetings, and addressing client inquiries. A proactive approach is essential to ensure a personalized client experience and effective service delivery.
Key Responsibilities:
• Coordinate marketing initiatives and client events
• Assist in scheduling and preparing client meeting materials
• Handle day-to-day client requests and inquiries
• Maintain organized client files and databases
• Collaborate with team members on technology issues
Requirements:
• 1–2 years of relevant experience preferred
• Knowledge of wealth management and branch operations
• Familiarity wit...
As a crucial part of the advisory team, you will assist in day-to-day administration while managing client relationships. Your responsibilities will include coordinating marketing activities, preparing for client meetings, and addressing client inquiries. A proactive approach is essential to ensure a personalized client experience and effective service delivery.
Key Responsibilities:
• Coordinate marketing initiatives and client events
• Assist in scheduling and preparing client meeting materials
• Handle day-to-day client requests and inquiries
• Maintain organized client files and databases
• Collaborate with team members on technology issues
Requirements:
• 1–2 years of relevant experience preferred
• Knowledge of wealth management and branch operations
• Familiarity wit...
Job Details
- Location oshawa, durham region
- Job Type Full-time
- Category Other-General
- Posted Date June 04, 2026
- Application Deadline July 14, 2026