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BMO U.S.
BMO U.S.
5,001 – 10,000 Employees
ConsultingInsuranceLogistics
BMO U.S. is a U.S.-based diversified financial services company serving individuals, small businesses, and large enterprises. Its offerings span personal and business banking, mortgages, investments, financial planning, insurance, wealth management, commercial lending, and commercial mortgages. The company also supports digital and cross-border banking, alongside asset management and capital markets activities. Its broad operating model creates opportunities across financial services, banking technology, customer support, commercial finance, and related corporate functions.
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Client Service Assistant - Hamilton, Ontario (Hybrid)

Support BMO wealth advisors with client service, account administration, and investment-related requests. This hybrid role serves clients across the Hamilton and Burlington offices.

CACanada
$40,000 / year
HybridFull-timeJuniorNo degree requiredEnglish RequiredClient ServicesClient Services Representative

Description

  • Provide daily administrative support to Investment Advisors, advisor teams, staff, and private wealth branch operations
  • Deliver high-quality client service while supporting relationship management and business growth
  • Coordinate marketing initiatives such as website updates, social media, client recognition, and events
  • Prepare materials for client meetings and manage appointment scheduling
  • Respond to client requests involving basic money movement, technology issues, account openings, and account updates
  • Create reports and documents and process client account and file-related activities
  • Maintain accurate, organized client databases and files
  • Assign and track transactions and other tasks through completion
  • Help team members with technology, policies, procedures, processing questions, and escalations
  • Collect and share updates about training, guidelines, technology, and business information
  • Help manage a client portfolio and deliver customized investment-related services
  • Work collaboratively across the market, with BMO partners, and in the community
  • Follow risk and compliance procedures to protect assets, preserve privacy, and serve clients’ best interests
  • Safeguard bank and client assets while meeting regulatory, legal, and ethical obligations
  • Assess issues, identify appropriate next steps, and escalate matters when necessary
  • Use BMO’s Risk Management Framework to make risk-aware decisions consistent with policies, laws, and regulations

Requirements

  • Bring typically 1–2 years of relevant experience
  • A related post-secondary degree is preferred, or an equivalent combination of education and experience
  • Knowledge of wealth management firms and branch operations is an asset
  • Knowledge of traditional and alternative investment products is an asset
  • Be familiar with technology applications and software used in financial planning and investment environments
  • Meet Investment Representative licensing requirements with CIRO and the certification requirements for the applicable branch and jurisdiction
  • Possess basic specialized knowledge
  • Communicate effectively in writing and verbally
  • Demonstrate strong organizational skills
  • Work effectively with colleagues and teams
  • Apply analytical thinking and problem-solving skills
  • Be able to work from the Lime Ridge Mall location in Hamilton and the Burlington office as needed

Benefits

  • Eligibility for an additional monthly discretionary bonus
  • Variable incentive plan with earning potential of up to 0.5 times salary
  • Health insurance coverage
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • Comprehensive training and coaching
  • Managerial support
  • Opportunities to build a professional network
  • Accommodations available upon request during the selection process

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