Client Service Assistant, BMO Nesbitt Burns

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.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 in preparing for client meetings, including scheduling appointments.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.Ensures transactions and tasks are appropriately assigned to team members and completed.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.