[Hiring] Associate, Client Service & Operations @BMO

Role Description

The Associate, Client Service and Operations supports the Institutional Sales team by coordinating the onboarding, ongoing servicing, and retention of institutional clients. The role serves as a primary day-to-day service contact and internal coordinator, ensuring that client requirements are accurately documented, communicated, and delivered across various teams.

• Lead the servicing components of the client lifecycle, including onboarding execution, account administration, client reporting, inquiry management, service reviews, issue resolution, and account transitions.
• Proactively identify service risks, track commitments through completion, and provide timely client intelligence to support strong relationships, asset retention, and growth opportunities.

Qualifications

• Four to six years of relevant experience and a 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 and 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.

Requirements

• Client-focused mindset with a commitment to accurate, timely, and dependable service.
• 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

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans