Original listing text, shown exactly as published by the company.
Key Responsibilities
- Delivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experience
- Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficiently
- Liaise directly with clients post-sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completion
- Partner closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly and without friction
- Review documentation for completeness and accuracy to minimize deficiencies, delays, and rework
- Coordinate and track onboarding progress through consistent follow-ups with clients and internal stakeholders
- Provide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomes
- Build and maintain strong relationships with Private Bankers and other partners to enhance collaboration, trust, and ongoing sales effectiveness
- Coach and guide Private Bankers and other partners on onboarding requirements, documentation standards, and process best practices
- Deliver a high-quality client experience through responsive, knowledgeable, and professional service during the onboarding journey
- Stay current on products, processes, and regulatory requirements to ensure accurate handling of client accounts
- Contribute to the continuous improvement of processes and procedures
- Assist with preparation of client materials such as onboarding documentation packages or supporting sales proposals where needed
- Organize and manage workflow effectively to ensure accuracy, completeness, and timely execution across multiple onboarding files
- Collaborate with internal partners to remove roadblocks and support efficient onboarding execution
- Support reporting, tracking, and process improvements by maintaining organized records and contributing to workflow enhancements
- Contribute to broader sales and onboarding initiatives (e.g., training support, process updates, or program execution) as needed
- Broader work or accountabilities may be assigned based on business needs and priorities
Additional Requirements
- 2–3 years of relevant experience, along with a post-secondary degree in a related field, or an equivalent combination of education and experience
- 2–3 years of relevant experience and/or industry certification in a related field, or an equivalent combination of education and experience
- Strong product knowledge and specialized expertise
- Effective verbal and written communication skills
- Strong organizational and time management capabilities
- Proven ability to collaborate and work effectively within a team
- Solid analytical and problem-solving skills
Salary
$36,600.00 - $67,500.00
Pay Type
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonus
es, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
