Full time

Client Service Assistant, Private Wealth

Posted by BMO • Toronto, Ontario, Canada

📍 Toronto, Ontario 🕒 March 03, 2026

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About the Role

Application Deadline:
03/11/2026Address:
100 King Street WestJob Family Group:
Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth 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.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Assists the advisory team in preparing for client meetings, including scheduling appointments.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
            

Job Details

Location Toronto, Ontario
Job Type Full time
Category Information and Record Clerks
Posted March 03, 2026
Deadline April 12, 2026

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