Elevate client relationships with BMO as a Client Onboarding Specialist, focusing on documentation and sales support. Enhance conversions with thorough onboarding processes and solid 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 • Strong 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. #J-18808-Ljbffr

📌 Client Onboarding Specialist at BMO (Winnipeg)
🏢 BMO
📍 Winnipeg