Remote Institutional Client Onboarding Specialist

BMO

Ontario (CA)

Remote

USD 50,000 - 100,000

Full time

2 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is recruiting for an Associate, Client Service and Operations to support Institutional Sales by coordinating onboarding, servicing, and retention of institutional clients. The role acts as primary service contact across multiple internal teams and external providers, ensuring accurate documentation and timely delivery of client requirements.

The position emphasizes proactive risk awareness, issue resolution, and strong communication to support asset retention and growth opportunities.

Qualifications

Four to six years of relevant experience and a post-secondary degree in business, finance, economics, or related field.
Experience supporting institutional clients within asset management, investment management, pensions, custody, banking, or financial services.
Working knowledge of institutional client onboarding, account administration, and client lifecycle management.
Familiarity with KYC, AML, suitability, tax, legal, and regulatory documentation applicable to institutional clients.
Experience coordinating client reporting, portfolio-review materials, fee invoices, and service requests.

Responsibilities

Coordinate end-to-end onboarding of new institutional clients, accounts, products, and mandates.
Maintain onboarding plans, checklists, dependencies, owners, approvals, target dates, and outstanding-item logs.
Coordinate legal, AML/KYC, compliance, tax, operational, reporting, invoicing, account-opening, funding-readiness, and system-setup requirements.
Respond to inquiries accurately and promptly, coordinating internal action and tracking requests through resolution.
Coordinate account information, statements, reports, invoices, contributions, withdrawals, transfers, contacts, and other account-maintenance requests.
Coordinate the preparation, quality review, and delivery of monthly, quarterly, annual, and ad hoc client reporting.
Establish clear issue ownership, actions, target dates, escalation points, and communication plans.
Monitor recurring inquiries, missed commitments, reporting failures, service delays, and other indicators of potential client dissatisfaction.