About Company
BMO Bank of Montreal is a leading North American financial institution with a strong commitment to its customers and communities. For over 200 years, BMO has been driven by a single purpose: to Boldly Grow the Good in business and life. We serve millions of customers across Canada, the United States, and around the world, providing a broad range of personal and commercial banking, wealth management, and investment services. At BMO, we believe in fostering an inclusive environment where every employee can thrive and contribute to our shared success, building a rewarding career.
Job Description
Are you eager to launch your career in the dynamic financial services sector, joining a leading institution dedicated to client success? BMO Bank of Montreal is seeking a motivated and detail-oriented Client Onboarding Assistant to join our vibrant team in Cataraqui North, Kingston. This entry-level position is an unparalleled opportunity for individuals looking to gain foundational experience in a supportive and growth-oriented environment. As a Client Onboarding Assistant, you will play a crucial role in ensuring a seamless and positive experience for our new clients, acting as a vital first point of contact and support. You will be instrumental in the initial stages of the client journey, helping to establish new accounts, gathering necessary documentation, and guiding clients through our processes with clarity and efficiency. This role requires a blend of excellent organizational skills, a keen eye for detail, and a genuine passion for delivering exceptional customer service. You will work closely with our experienced team, learning about financial products, compliance requirements, and the intricacies of client relationship management. BMO is committed to fostering talent and provides comprehensive training to equip you with the knowledge and tools needed to excel. If you are a proactive learner, possess strong communication abilities, and are ready to contribute to a client-centric culture, we encourage you to apply. This position offers a fantastic starting point for a rewarding career path within BMO, with opportunities to grow into various specialized roles as you develop your expertise. Join us and help us build a better tomorrow, together, by making a meaningful impact on our clients’ financial well-being.
Key Responsibilities
- Assist new clients with the account opening process, ensuring all required documentation is accurately collected and processed in accordance with BMO policies and regulatory guidelines.
- Communicate clearly and effectively with clients, providing updates on their onboarding status, answering inquiries, and resolving any issues promptly and professionally.
- Verify client information and documents for completeness and accuracy, performing initial due diligence checks to ensure compliance and mitigate risks.
- Input and maintain client data in various internal systems, including CRM platforms, ensuring data integrity and confidentiality at all times.
- Collaborate closely with internal teams, including sales, compliance, and operations, to streamline the onboarding workflow and enhance the overall client experience.
- Provide administrative support to the broader client service team, assisting with scheduling, correspondence, and record-keeping.
- Stay informed about BMO's products, services, and compliance procedures to effectively guide clients and answer their questions.
- Identify opportunities to improve the client onboarding process and contribute to initiatives aimed at enhancing efficiency and client satisfaction.
Required Skills
- Excellent verbal and written communication skills, with the ability to articulate complex information clearly.
- Strong organizational skills and meticulous attention to detail, capable of managing multiple tasks efficiently.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- A genuine passion for customer service and a commitment to creating positive client experiences.
- Ability to work effectively both independently and as part of a collaborative team.
- Demonstrated ability to learn new systems and processes quickly.
- Problem-solving aptitude with a proactive approach to addressing challenges.
Preferred Qualifications
- Post-secondary education (diploma or degree) in business, finance, or a related field.
- Previous experience in a customer service, administrative, or office environment (can be part-time or volunteer experience).
- Familiarity with the financial services industry or a strong interest in pursuing a career within it.
- Experience using CRM software or other client management systems.
Perks & Benefits
- Comprehensive health and dental benefits package, including vision care.
- Robust retirement savings plan with company matching contributions.
- Generous paid time off, including vacation, sick days, and company holidays.
- Extensive training and development programs to support career growth and skill enhancement.
- Employee assistance program offering confidential support for personal and professional challenges.
- Opportunities for internal mobility and career advancement within a large, established financial institution.
- A supportive and inclusive work environment that values diversity and teamwork.
- Employee discounts on various banking products and services.
How to Apply
To apply for this exciting opportunity and take the first step towards a rewarding career with BMO, please click on the application link below. We thank all applicants for their interest, however, only those selected for an interview will be contacted.