Join BMO Private Wealth as a Client Associate, focusing on high-net-worth clientele with tailored investment strategies. Engage clients proactively and contribute to a personalized financial experience.
In your role at Nesbitt Burns, you'll provide support in managing client relationships while assisting with their investment objectives and needs. Responsibilities include coordinating marketing activities, scheduling client reviews, and ensuring thorough follow-up on inquiries. Your analytical skills and ability to communicate effectively will be key in fostering trust and loyalty among clients.
Key Responsibilities:
• Support lead advisors in client relationship management
• Organize and implement client appreciation events
• Schedule and coordinate portfolio reviews
• Provide updates to advisors on client accounts
• Handle trades and client inquiries efficiently
Requirements:
• At least 5 years of relevant experience
• CIRO licensing mandatory
• Famil...