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Client Service Associate, BMO Nesbitt Burns at BMO — NeverHard
Client Service Associate, BMO Nesbitt Burns at BMO in Calgary, Calgary region. View salary, required skills, and apply on NeverHard.
- Company
- BMO
- Location
- Calgary, Calgary region
- Type
- full_time
Application Deadline:
05/28/2026
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.
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.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered ac
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