Wealth Advisory Client Services Specialist
Job in
Calgary, Alberta, D3J, Canada
Listing for:
BMO
Full Time
position
Listed on 2026-01-13
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 35900 - 66300 CAD Yearly
CAD
35900.00
66300.00
YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Client Service Associate to support Investment Advisors and provide exceptional client service in Calgary. Responsibilities include managing client relationships, scheduling meetings, and handling inquiries. Ideal candidates will have relevant experience,
strong communication skills, and knowledge of investment processes. The role includes a salary range of $35,900.00 - $66,300.00 and offers additional monthly discretionary bonuses.
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