Associate, Client Service – Operations

🔥 1 minute ago

🇨🇦 Canada – Remote

💵 $50k - $100k / year

⏰ Full Time

🟡 Mid-level

📁 Client Services

👻 Ghost score 0%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• 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 • Identify risks to launch dates, escalate delays, and provide status updates to clients, Institutional Sales, and internal stakeholders • Maintain complete, accurate, and audit-ready onboarding records and approvals • Serve as a primary service contact for assigned institutional clients, consultants, and authorized representatives • Respond to inquiries, coordinate internal action, and track requests through resolution • Coordinate account information, statements, reports, invoices, contributions, withdrawals, transfers, contacts, authorized signatories, and account-maintenance requests • Coordinate preparation, quality review, and delivery of monthly, quarterly, annual, and ad hoc client reporting • Validate reporting recipients, delivery instructions, distribution lists, and client preferences • Coordinate fee-invoice delivery and resolve reporting and invoicing inquiries • Act as central coordinator for operational and servicing matters affecting assigned clients • Establish issue ownership, actions, target dates, escalation points, and communication plans • Monitor inquiries, missed commitments, reporting failures, service delays, and client dissatisfaction indicators • Communicate service concerns, changing needs, stakeholder changes, retention risks, and expansion signals to Institutional Sales • Support client service reviews through service metrics, open-item logs, incident summaries, remediation updates, and documented actions • Maintain client records in Salesforce and other designated systems • Coordinate mandate and account changes, client transitions, and account closures • Identify workflow simplification, template standardization, control-strengthening, and manual-handoff reduction opportunities • Support audits, control testing, regulatory inquiries, and audit-ready evidence maintenance • Provide backup coverage, share knowledge, and support training of new team members • Adhere to BMO policies and legal, compliance, regulatory, risk, privacy, and information-security requirements • Diagnose, escalate, and resolve problems within established authority and guidelines • Work independently on complex assignments requiring coordination across multiple teams • Support broader business and strategic initiatives affecting Institutional Sales and Service

🎯 Requirements

• Four to six years of relevant experience • Post-secondary degree in business, finance, economics, or a related field, or an equivalent combination of education and experience • 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 • Experience with Salesforce or a comparable CRM • Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint • Strong written and verbal communication skills • Excellent organization, prioritization, and project-coordination capabilities • High attention to detail, sound judgment, and disciplined escalation • Strong analytical, investigative, and problem-solving skills • Ability to translate complex operational matters into clear client communications • Strong collaboration and stakeholder-management skills • Risk and control awareness, data-driven decision-making, and a continuous-improvement mindset • Discretion in handling confidential client and business information • Canadian Securities Course or another relevant industry designation is considered an asset • Experience working with custodians, recordkeepers, investment operations teams, or outsourced service providers is considered an asset

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodation available during the selection process

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