Client Service Assistant, Private Wealth

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...