Client Service Assistant within BMO Private Wealth’s Nesbitt Burns platform supports Investment Advisors with day‑to‑day administration and client service, managing client relationships and ensuring high‑quality support across operations.

Responsibilities

• Coordinate marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for life events, and planning of client events.
• Assist the advisory team in preparing for client meetings, including scheduling appointments.
• Handle clients’ general day‑to‑day requests and inquiries, including basic money movement (e.g., wires, transfers), technology issues, account opening and updates, and follow up in a timely and confidential manner.
• Generate reports and documents for IAs and clients as requested and process items for client accounts and files.
• Maintain and organize client database and client files.
• Ensure tra...