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, strong organization, and explicit 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.

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