Institutional client service and onboarding coordination define this Associate role at BMO. Work across teams to deliver accurate, timely client support.
The Associate supports Institutional Sales by managing institutional client onboarding, servicing, and retention activities. You will coordinate account administration, reporting, inquiries, issue resolution, and transitions. The role requires Salesforce experience, robust organization, and clear stakeholder communication.
Key Responsibilities: Coordinate end-to-end onboarding for institutional clients, accounts, products, and mandates
Serve as primary service contact for assigned institutional clients
Coordinate account information, statements, reports, invoices, and transfers
Track inquiries, commitments, issues, risks, and resolutions




Maintain accurate client records in Salesforce and designated systems
Requirements: Four to six years of relevant experience and post-secondary degree
Experience supporting institutional clients within financial services
Working knowledge of onboarding, account administration, and lifecycle management
Familiarity with KYC, AML, tax, legal, and regulatory documentation
Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint
Apply institutional client service, onboarding, Salesforce, and coordination expertise to support BMO’s Institutional Sales clients.

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📌 Institutional Client Service Associate (Ontario)
🏢 BMO
📍 Ontario