The Client Associate / Senior Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team, enhancing the client experience by assisting with the service, maintenance, and growth of the team’s high-net-worth client base.
The salary range for this role is $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- Provide ongoing operational support for the team’s client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations
- Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients
- Offer daily support for the team’s client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks
- Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders
- Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc.
- Undergraduate degree
- Nice to have: CRM experience
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
Client Service Assistant, BMO Nesbitt Burns (12-month contract)Bank of Montreal · Calgary, Canada