Remote Client Onboarding Associate - BMO
Location
province hill, qc
Job Type
Full-time
Category
Other-General
Posted
June 27, 2026
Take on the vital role of Client Onboarding Associate at BMO, working remotely. The position focuses on enhancing client experiences and supporting sales through effective onboarding procedures.
In this role, you will oversee the full client onboarding journey, ensuring a frictionless transition from prospective to active clients. You'll partner with sales teams and Private Bankers, refining processes to improve efficiency and client satisfaction.
Key Responsibilities:
• Accurately process client onboarding documentation
• Collect and review required documentation from clients
• Collaborate with RSMs to ensure complete onboarding
• Track onboarding status and follow up effectively
• Assist in coaching Private Bankers on best practices
Requirements:
• 2–3 years of relevant experience in client support
• Bilingual in French and English for client interactions
• Strong organizational abilities and communication skills
• Effective collaboration in team s...
In this role, you will oversee the full client onboarding journey, ensuring a frictionless transition from prospective to active clients. You'll partner with sales teams and Private Bankers, refining processes to improve efficiency and client satisfaction.
Key Responsibilities:
• Accurately process client onboarding documentation
• Collect and review required documentation from clients
• Collaborate with RSMs to ensure complete onboarding
• Track onboarding status and follow up effectively
• Assist in coaching Private Bankers on best practices
Requirements:
• 2–3 years of relevant experience in client support
• Bilingual in French and English for client interactions
• Strong organizational abilities and communication skills
• Effective collaboration in team s...