Talent.com
BMO
Client Service AssociateBMO • London, Ontario, Canada
No longer accepting applications
Client Service Associate

Client Service Associate

BMO • London, Ontario, Canada
20 days ago
Salary
CA$34,200.00 yearly
Job type
  • Part-time
Job description
Application Deadline:

07/28/2026

Address:
255 Queens Ave, Suite 1900

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.

  • 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 accounts upon client's request.
  • Resolves client complaints in a timely and effective manner; escalates as required.
  • Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
  • Handles clients' general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
  • Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
  • Maintains and organizes client database and client files.
  • Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
  • Administers and processes documentation related to client files and regulatory requirements.
  • Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
  • Ensures transactions and tasks are appropriately assigned to team members and completed.
  • Mentors and coaches new or junior members to the team and branch.
  • Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
  • Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
  • Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
  • Assists with managing a portfolio of clients to retain and grow relationships.
  • Support IA's in individual client investment needs to provide professional, customized investment-related advise, sales and services.
  • Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
  • Protects the Bank's assets and clients' assets and complies with all regulatory, legal, and ethical requirements.
  • Maintains the confidentiality of client and Bank information.
  • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
  • Analyzes issues and determines next steps.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:
  • Typically between 3 - 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
  • Advanced knowledge of investment process and procedures.
  • Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
  • Advanced knowledge of proprietary products and services in order to identify potential products and services to client needs and advising IA(s).
  • Knowledge of compliance practices and regulations.
  • Knowledge of Insurance and group products is an asset
  • Knowledge of Trust and Estate services is an asset
  • Knowledge of Financial/Retirement planning.
  • Knowledge of trade processing rules.
  • Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
  • Specialized knowledge.
  • Verbal & written communication skills - Good.
  • Organization skills - Good.
  • Collaboration & team skills - Good.
  • Analytical and problem solving skills - Good.
This job posting is for a current vacancy.

Salary :

$34,200.00 - $63,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at ://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Create a job alert for this search

Client Service Associate • London, Ontario, Canada

Similar jobs

Client Service Assistant - Commercial Insurance

BFL CanadaLondon, ON, CA
Full-time

We support our employees to shape their career by encouraging continuing education and investing in training and development.We put our employees at the center of what we do to allow them to grow p... Show more

 • Promoted

Client Relations Lead – Construction Projects

Building Roots Co.London, ON, CA
Full-time

A leading construction company in London is seeking a dedicated Client Executive to manage client relationships and drive business growth.You will be responsible for overseeing client accounts, und... Show more

 • Promoted

Associate General Counsel, Commercial Contracts

CARFAXLondon, ON, CA
Full-time

Join Team CARFAX as an Associate General Counsel, Commercial Contracts.We pride ourselves on being mission focused on helping to grow a brand built on accuracy and integrity.We care deeply about ou... Show more

 • Promoted

Client Service Assistant - Insurance Sector

BFL CanadaLondon, ON, CA
Full-time

Join our innovative London office as a Client Service Assistant and immerse yourself in the insurance industry.This key role assists the Commercial team in delivering exceptional service to our cli... Show more

 • Promoted

Deals Tax Portfolio - Senior Associate

ICAEWlondon, on, Canada
Full-time

Our Deals Tax team works closely with our Deals practice to advise on the tax implications of all aspects of transactions including; Mergers & Acquisition, Business Recovery Services and Real Estat... Show more

 • Promoted

Deals Tax Portfolio - Senior Associate

PwC UKLondon, ON, CA
Full-time

Our Deals Tax team works closely with our Deals practice to advise on the tax implications of all aspects of transactions including Mergers & Acquisition, Business Recovery Services and Real Estate... Show more

 • Promoted

Client Advisor

RBCLondon, ON, CA
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking.A... Show more

 • Promoted

Remote Customer Service Associate — Flexible Hours & Growth

srecruitingLondon, ON, CA
Remote
Full-time

A recruitment agency is seeking enthusiastic individuals for a remote Entry Level Customer Service position.This role involves managing client calls, scheduling appointments, and advising on produc... Show more

 • Promoted

Coordinator Professional Services Contracts

RPMGlobalLondon, ON, CA
Full-time

The Coordinator, Professional Services Contracts, manages and administers medium‑risk professional services contracts.The incumbent manages contract‑related risks, multiple contracts, provides regu... Show more

 • Promoted

Associate Dentist- London, ON

123DentistLondon, ON, CA
Full-time +1

Dentist is one of Canada's largest and fastest growing dental support organizations.Powered by 450+ community-rooted clinics and 8,000+ team members, we are united by one shared mission: to make Ca... Show more

 • Promoted

Consultant, Patient Relations, Privacy & Risk - C$46.0 - C$54.1 An Hour

St. Joseph's HospitalLondon, Canada
Full-time

Apr 03, 2026CARING FOR THE BODY, MIND & SPIRIT SINCE 1869Consultant, Patient Relations, Privacy & Risk - 1 positionPrivacy and RiskSt.Joseph's Hospital - London, ONFull TimeSalary Range... Show more

 • Promoted

Senior Policy Associate – In-Force (12-Month Contract) - $41,100 - $68,400 Par An

Canada VieLondon, Canada
Full-time +1

Une société d'assurance recherche un Associé principal pour traiter les transactions de service à la clientèle et fournir des informations aux clients.Le candidat idéal doit être bilingue, poss... Show more

 • Promoted

Transaction Services Senior Associate Position

PwC UKLondon, ON, CA
Full-time

Join a respected team as a Senior Associate in Transaction Services, specializing in financial modelling and analytics.Your ACA qualification will help craft insights that drive client success.This... Show more

 • Promoted

Accounting Associate

York Property ManagementLondon, ON, CA
Full-time

At York Property Management, We’re Committed To Creating a Workplace Where Employees Thrive.From Fostering Collaboration To Celebrating Successes, We’re Here To Support You Every Step Of The Way Wi... Show more

 • Promoted

Transaction Services, Deals Insights and Analytics - Senior Associate

PwC UKLondon, ON, CA
Full-time

In this role, you will leverage your ACA or equivalent qualifications to develop and deliver sophisticated financial models and analytics that reveal the core strengths of businesses, supporting st... Show more

 • Promoted

Senior Associate - Private Equity Tax

PwC UKLondon, ON, CA
Full-time

Expand your career at PwC as a Senior Associate in our Deals Tax team, offering specialized tax advice for Private Equity portfolio clients.You'll work closely with a talented group, ensuring all t... Show more

 • Promoted

Client Executive

Building Roots Co.London, ON, CA
Full-time

We are looking for a dedicated Client Executive to join Building Roots Co.As a Client Executive, you will play a crucial role in managing client relationships, ensuring customer satisfaction, and d... Show more

 • Promoted

Associate Dentist- London, ON- 11739

123DentistLondon, ON, CA
Full-time

Dentist is one of Canada's largest and fastest growing dental support organizations.Powered by 450+ community-rooted clinics and 8,000+ team members, we are united by one shared mission: to make Ca... Show more

 • Promoted

Credit Solutions Associate, Canadian Commercial Banking (London, Ontario)

ScotiabankLondon, ON, CA
Full-time

Credit Solutions Associate, Canadian Commercial Banking (London, Ontario).Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.The Credit Solutions ... Show more

 • Promoted

Growth Segment Client Relationship Manager

ScotiabankLondon, ON, CA
Full-time

Impact client success as a Client Relationship Manager with Scotiabank, focusing on the Growth segment of Canadian Commercial Banking.Expertise in financial services is key.This position requires i... Show more