customer service assistant

Your tasks

The Centralized Support Assistant provides experienced, high-quality administrative support to Advisory practices experiencing a temporary staffing gap. As a member of the Centralized Support team, the Centralized Support Assistant is assigned to Advisory practices for defined periods-generally two to six months-the role helps to help maintain business continuity, protect advisor and team capacity, and minimize disruption during employee turnover, hiring transitions, or short-term absences. The Centralized Support Assistant is part of a national, primarily virtual, reporting into the Manager, Nesbitt Burns Centralized Support. The role requires the ability to quickly adapt to learn the needs, operating routines, and service expectations of different practice needs while delivering accurate, consistent, support within established service standards and operating requirements.

• Deliver experienced administrative support during temporary staffing gaps, hiring transitions, and short-term absences, helping maintain business continuity and practice capacity.
• Quickly learn and adapt to each assigned practice's routines, book structure, priorities, service expectations, and ways of working.
• Participate in structured onboarding at the beginning of each engagement and establish clear responsibilities, turnaround expectations, escalation channels, and assignment boundaries.
• 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.
• 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
• 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.
• 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 advice, 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.
• Analyzes issues and determines next steps; escalates as required.
• 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

How to apply

Application Deadline: 11/06/2026

Other

Address: VIRTUAL61 - REMOTE/TELETRAVAIL - QC - NBS

Job Family Group: Wealth Sales & Service

Special note: Whether or not the successful candidate holds a CIRO licence, they will remain at their current job grade (either a grade 3 or 4).