Full time

Bilingual (Eng/Fr) Client Service Associate

Posted by BMO • Ottawa, Ontario, Canada

📍 Ottawa, Ontario 🕒 March 23, 2026

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About the Role

Application Deadline:
04/01/2026Address:
979 Bank StreetJob Family Group:
Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account ...
                

Job Details

Location Ottawa, Ontario
Job Type Full time
Category Information and Record Clerks
Posted March 23, 2026
Deadline May 02, 2026

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