Institutional Client Onboarding & Service Associate
BMO
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Benefits offered by this job
Job summary
BMO stands as a leading Canadian financial services provider seeking an Associate, Client Service and Operations to support Institutional Sales by coordinating onboarding, ongoing servicing, and retention of institutional clients. You will serve as the primary service contact and internal coordinator across multiple teams.
Responsibilities include onboarding execution, client reporting, inquiry management, service reviews, issue resolution, and account transitions.
Qualifications
- Four to six years of relevant experience in financial services or asset management.
- Experience supporting institutional clients within banking, asset management, or pensions.
- Familiarity with KYC/AML, tax, and regulatory documentation for institutional clients.
- Experience coordinating client reporting, fee invoices, and service requests.
Responsibilities
- Coordinate end-to-end onboarding of institutional clients and accounts.
- Serve as primary service contact for assigned clients and inquiries.
- Coordinate client reporting, invoices, and account maintenance.
- Identify onboarding risks and escalate delays with clear status updates.
- Maintain audit-ready onboarding records and approvals.
Skills
Education
Tools
Job description
BMO stands as a leading Canadian financial services provider seeking an Associate, Client Service and Operations to support Institutional Sales by coordinating onboarding, ongoing servicing, and retention of institutional clients. You will serve as the primary service contact and internal coordinator across multiple teams.
Responsibilities include onboarding execution, client reporting, inquiry management, service reviews, issue resolution, and account transitions.
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