Elevate client relationships with BMO as a Client Onboarding Specialist, focusing on documentation and sales support. Enhance conversions with thorough onboarding processes and strong partnership.

In the role of RSM Associate, you will play a vital role in the onboarding journey, managing all aspects of client documentation and ensuring a frictionless experience. Your collaboration with the sales team, particularly Private Bankers, will support ongoing sales growth and client satisfaction initiatives.

Key Responsibilities:
• Provide sales support to all stakeholders involved
• Process onboarding documentation post-sale swiftly
• Communicate efficiently with clients for updates
• Review and track client documentation for completion
• Organize workflow to ensure timely onboarding execution

Requirements:
• 2-3 years experience in sales or related roles
• Robust analytical and problem-solving skills
• Excellent communication and relationship-building skills
• Ability to manage multiple tasks efficiently
• Bilingual in French and English preferred

Make an impact at BMO by enhancing the client experience through effective onboarding practices.
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📌 Client Onboarding Specialist at BMO (Quebec City)
🏢 BMO
📍 Quebec City