Telecommut
Key Responsibilities
- Delivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experience
- Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficiently
- Liaise directly with clients post-sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completion
- Partner closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly and without friction
- Review documentation for completeness and accuracy to minimize deficiencies, delays, and rework
- Coordinate and track onboarding progress through consistent follow-ups with clients and internal stakeholders
- Provide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomes
- Build and maintain strong relationships with Private Bankers and other partners to enhance collaboration, trust, and ongoing sales effectiveness
- Coach and guide Private Bankers and other partners on onboarding requirements, documentation standards, and process best practices
- Deliver a high-quality client experience through responsive, knowledgeable, and professional service during the onboarding journey
- Stay current on products, processes, and regulatory requirements to ensure accurate handling of client accounts
- Contribute to the continuous improvement of processes and procedures
- Assist with preparation of client materials such as onboarding documentation packages or supporting sales proposals where needed
- Organize and manage workflow effectively to ensure accuracy, completeness, and timely execution across multiple onboarding files
- Collaborate with internal partners to remove roadblocks and support efficient onboarding execution
- Support reporting, tracking, and process improvements by maintaining organized records and contributing to workflow enhancements
- Contribute to broader sales and onboarding initiatives (e.g., training support, process updates, or program execution) as needed
- Broader work or accountabilities may be assigned based on business needs and priorities
- 2–3 years of relevant experience, along with a post-secondary degree in a related field, or an equivalent combination of education and experience
- 2–3 years of relevant experience and/or industry certification in a related field, or an equivalent combination of education and experience
- Strong product knowledge and specialized expertise
- Effective verbal and written communication skills
- Strong organizational and time management capabilities
- Proven ability to collaborate and work effectively within a team
- Solid analytical and problem-solving skills
$36,600.00 - $67,500.00
Pay Type:
Salaried
The above represents BMO Financial Group’s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/ca/en
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
