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Associate, Client Service & Operations at BMO - ApplyBlast

Associate, Client Service & Operations

BMO

3 days ago

3.6 on Glassdoor

Remote

Full Time

Medior

1 applicant

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About this role

The Associate, Client Service & Operations supports the Institutional Sales team by coordinating the onboarding, ongoing servicing, and retention of institutional clients. The role serves as a primary day-to-day service contact and internal coordinator, ensuring that client requirements are accurately documented, communicated, and delivered across various internal and external stakeholders. The associate leads the servicing components of the client lifecycle, including onboarding execution, account administration, client reporting, inquiry management, service reviews, issue resolution, and account transitions.

Responsibilities

Coordinate end-to-end onboarding of new institutional clients and accounts
Manage day-to-day client service inquiries and account maintenance requests
Prepare and deliver monthly, quarterly, and ad hoc client reporting

Skills

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

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