client service clerk

Application Deadline: 11/12/2026 Address: 360 Oakville Place DriveJob Family Group: Wealth Sales & ServiceBMO Nesbitt Burns has been a cornerstone of Canada's investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.As a Client Service Associate with BMO Nesbitt Burns, you'll be an integral part of an Investment Advisor team, helping deliver a high-quality wealth management experience to clients.This is a client-facing, IR-licensed role where you'll work directly with clients on their day-to-day investment and account needs, execute client-initiated trades, support portfolio reviews and help Investment Advisors deliver responsive, personalized service.You'll build trusted client relationships while gaining broad exposure to investments, wealth management solutions and the day-to-day operation of an advisory practice. What you'll do Partner closely with one or more Investment Advisors to support their client relationships and the day-to-day management of their advisory practice.Build strong relationships with clients, acting as a trusted point of contact for investment, account and service-related needs.Accept and execute client-initiated trades by phone or in person and provide investment and stock information within the scope of your licensing.Support Investment Advisors in understanding and responding to individual client investment needs and delivering personalized investment-related service.Coordinate and prepare for client portfolio reviews, including scheduling meetings, preparing materials, organizing client information and following up on outstanding items.Manage day-to-day client account activity, including new account openings, account maintenance, transfers, registered and non-registered account transactions and money movements.Monitor incoming and outgoing assets and identify account activity requiring follow-up or Investment Advisor attention.Maintain client files and documentation, including ongoing client account updates and regulatory requirements.Respond to client inquiries and resolve service, account and technology-related issues, escalating more complex matters when required.Support prospective client activity by coordinating meetings, preparing introductory materials and assisting the advisory team with client development initiatives.Coordinate client engagement and marketing activities, including client events and other relationship-building initiatives.Work collaboratively with BMO partners and colleagues to connect clients with broader Wealth solutions and deliver a seamless client experience.Apply regulatory, risk and compliance requirements while protecting client confidentiality, information and assets.Share knowledge and provide guidance to newer team members on processes, technology and day-to-day client servicing activities. What you bring Must have current Investment Representative (IR) licensing with CIRO.Typically 3-5 years of relevant experience, or an equivalent combination of education and experience.Strong knowledge of investment products, trade processing, client accounts and investment-related procedures.Understanding of regulatory and compliance requirements within a wealth management environmen