Client Service Assistant, Private Wealth

The Client Service Assistant at BMO Private Wealth provides exceptional day-to-day administrative and client service support to Investment Advisors and branch operations. This role involves coordinating marketing activities, managing complex client inquiries, maintaining confidential databases, and assisting with investment-related tasks for high-net-worth individuals. The position requires a focus on risk management, compliance, and fostering long-term client relationships within a full-service advisory environment.