Client Service Associate, BMO Nesbitt Burns

Job description

Application Deadline: 06/11/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports 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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Qualifications: Please note that this role may be eligible to receive a monthly discretionary bonus. Salary : $35,900.00 - $66,300.00 - Books meetings with new prospects and prepares introductory package for the prospect/referral. - 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. - Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. -...