Associate, Client Service – Operations

BMO U.S.

. Coordinate end-to-end onboarding of new institutional clients, accounts, products, and mandates .

Posted 10/26/2026full-timeRemote • CanadaMid-Level💰 CA$50,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in coordinating institutional client onboarding, account administration, and client lifecycle management while ensuring compliance with KYC, AML, and regulatory requirements. Proficient in managing client communications, reporting, and operational workflows to enhance service delivery and client satisfaction.

Highest-signal resume keywords

Institutional Client OnboardingKYC ComplianceSalesforce CRMClient Reporting CoordinationProject Coordination

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Lifecycle ManagementAccount AdministrationRegulatory DocumentationData-Driven Decision-MakingOperational Workflow Improvement

Soft Skills

Strong Written CommunicationExcellent OrganizationProblem-Solving SkillsCollaboration SkillsAttention to Detail

Tools & Technologies

SalesforceMicrosoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

Canadian Securities Course

Industry Keywords

Asset ManagementInvestment ManagementPensionsCustodyFinancial Services

About the role

Key responsibilities & impact

Coordinate end-to-end onboarding of new institutional clients, accounts, products, and mandates
Maintain onboarding plans, checklists, dependencies, owners, approvals, target dates, and outstanding-item logs
Coordinate legal, AML/KYC, compliance, tax, operational, reporting, invoicing, account-opening, funding-readiness, and system-setup requirements
Identify risks to launch dates, escalate delays, and provide status updates to clients and stakeholders
Maintain complete, accurate, and audit-ready onboarding records and approvals
Serve as a primary service contact for assigned institutional clients, consultants, and authorized representatives
Respond to inquiries and coordinate internal action through resolution
Coordinate account information, statements, reports, invoices, contributions, withdrawals, transfers, contacts, signatories, and account-maintenance requests
Coordinate preparation, quality review, and delivery of client reporting
Validate reporting recipients, delivery instructions, distribution lists, and client preferences
Coordinate fee-invoice delivery and resolve reporting and invoicing inquiries
Coordinate operational and servicing matters affecting assigned clients
Establish issue ownership, actions, target dates, escalation points, and communication plans
Monitor inquiries, missed commitments, reporting failures, service delays, and client dissatisfaction indicators
Communicate service concerns, changing needs, stakeholder changes, retention risks, and expansion signals to Institutional Sales
Support client service reviews with metrics, open-item logs, incident summaries, remediation updates, and documented actions
Maintain client records in Salesforce and other designated systems
Coordinate mandate and account changes, client transitions, and account closures
Improve workflows, standardize templates, strengthen controls, and reduce manual handoffs or duplicate requests
Support audits, control testing, regulatory inquiries, and audit-ready evidence maintenance
Provide backup coverage, share knowledge, and support training of new team members
Adhere to BMO policies and legal, compliance, regulatory, risk, privacy, and information-security requirements
Independently handle complex assignments requiring coordination across multiple teams
Support broader Institutional Sales and Service initiatives

Requirements

What you’ll need

Four to six years of relevant experience
Post-secondary degree in business, finance, economics, or a related field, or an equivalent combination of education and experience
Experience supporting institutional clients within asset management, investment management, pensions, custody, banking, or financial services
Working knowledge of institutional client onboarding, account administration, and client lifecycle management
Familiarity with KYC, AML, suitability, tax, legal, and regulatory documentation applicable to institutional clients
Experience coordinating client reporting, portfolio-review materials, fee invoices, and service requests
Experience with Salesforce or a comparable CRM
Proficiency in Microsoft Outlook, Excel, Word, and PowerPoint
Canadian Securities Course or another relevant industry designation is considered an asset
Experience working with custodians, recordkeepers, investment operations teams, or outsourced service providers is considered an asset
Strong written and verbal communication skills
Excellent organization, prioritization, and project-coordination capabilities
High attention to detail, sound judgment, and disciplined escalation
Strong analytical, investigative, and problem-solving skills
Ability to translate complex operational matters into clear client communications
Strong collaboration and stakeholder-management skills
Risk and control awareness, data-driven decision-making, and a continuous-improvement mindset
Discretion in handling confidential client and business information

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Other perks and rewards
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Workplace accommodations available on request