• Coordinate with BMO Nesbitt Burns' Senior Investment Advisor to deliver comprehensive investment solutions catered to the unique needs of high-net-worth clients• Act as the first point of contact for clients, promptly addressing inquiries and providing timely responses to meet their financial needs and requests.• Facilitate seamless account onboarding for new clients, ensuring a smooth transition and adherence to strict compliance and regulatory requirements.• Utilize advanced financial software and tools to maintain client records, track investments, and generate performance reports.