Private Wealth Client Service Assistant Toronto

Become a key player at BMO Private Wealth as a Client Service Assistant. Support high-net-worth clients through proactive administration and tailored service delivery in a cooperative workplace. This role within Nesbitt Burns focuses on enhancing client experiences and supporting investment advisory teams. You will manage calendars, coordinate meetings, and handle sensitive information while ensuring top-notch service standards. Key responsibilities include documentation organization and facilitating logistics for both virtual and in-person events, which are crucial for achieving team objectives. Key Responsibilities: • Provide comprehensive administrative support to advisory teams • Prepare reports, agendas, and presentation materials • Coordinate logistics for meetings and events • Manage sensitive communications with professionalism • Support workflow management and documentation accuracy Requirements: • 1–2 years of relevant client service experience • Familiarity with wealth management and financial operations • Strong organizational and communication skills • Must obtain Investment Representative licensing within a year • Valuable team collaboration and problem-solving skills Support the delivery of exceptional client experiences while growing within BMO Private Wealth. J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2nhnsm