Client Service Assistant, Private Wealth

BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.

The Client Service Assistant

This role 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.

• 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.
• Assists the advisory team ...