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Associate, Client Onboarding at BMO - ApplyBlast

Associate, Client Onboarding

BMO

5 months ago

3.6 on Glassdoor

Toronto, ON

Onsite

Full Time

Executive

0 applicants

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About this role

The Associate in Client Onboarding acts as a centralized hub for Capital Markets, streamlining the capture of onboarding requirements to enable seamless service delivery and revenue generation. Working closely with clients, internal teams, and external partners including Legal, Credit, and Operations, the role ensures robust risk management while delivering exceptional 'white glove' service. Responsibilities involve overseeing the end-to-end onboarding process, driving continuous improvement initiatives, and ensuring strict adherence to regulatory compliance across global jurisdictions.

Responsibilities

Oversee end-to-end client onboarding processes ensuring accuracy and prompt execution
Collaborate with sales teams and support functions to streamline service delivery
Identify and implement improvements to enhance operational efficiency and reduce defects
Manage complex escalations and resolve issues while maintaining strict confidentiality
Ensure adherence to regulatory requirements including AML, FATCA, and Trade Reporting

Skills

Qualifications

Undergraduate degree in Finance, Economics, or Business2+ years of relevant experience in Capital Markets supportCFA designation (considered an asset)

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.