Institutional Client Service & Onboarding Associate

BMO; United States; Remote; USD 50,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement plans

Job summary

BMO is seeking an Associate in Client Service and Operations to coordinate onboarding, servicing, and retention of institutional clients while serving as the day-to-day service contact. You will align with Institutional Sales, Portfolio Management, and Compliance to document and deliver client requirements.

Responsibilities include onboarding execution, account administration, client reporting, issue resolution, and proactive risk management to support assets and growth.

Qualifications

• Four to six years of relevant experience and a post-secondary degree in business, finance, economics, or related field.
• Experience supporting institutional clients in asset management or financial services.
• Knowledge of onboarding, account administration, and client lifecycle management.
• Familiarity with KYC, AML, tax, and regulatory documentation for institutional clients.
• Experience coordinating client reporting, invoicing, and service requests.
• Experience with Salesforce or comparable CRM and MS Office suite.

Responsibilities

• Coordinate end-to-end onboarding of new institutional clients, accounts, products, and mandates.
• Serve as primary service contact and coordinate requests through resolution.
• Coordinate monthly, quarterly, and ad hoc client reporting and invoicing.
• Monitor service quality, risks, and client retention initiatives across teams.

Skills

Client service

Onboarding coordination

Account administration

Communication

Project coordination

Excel

Salesforce

Attention to detail

Risk management

Education

Post-secondary degree in business/finance/economics

Tools

Salesforce

Microsoft Outlook

Excel

Word

PowerPoint

Job description

BMO is seeking an Associate in Client Service and Operations to coordinate onboarding, servicing, and retention of institutional clients while serving as the day-to-day service contact. You will align with Institutional Sales, Portfolio Management, and Compliance to document and deliver client requirements.

Responsibilities include onboarding execution, account administration, client reporting, issue resolution, and proactive risk management to support assets and growth.