Associate, Client Service & Operations

Application Deadline: 11/13/2026 Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Customer Shared Services 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 Institutional Sales, Portfolio Management, Investment Operations, Compliance, Legal, Product, Finance, custodians, recordkeepers, and other service providers. The associate leads the servicing components of the client lifecycle, including onboarding execution, account administration, client reporting, inquiry management, service reviews, issue resolution, and account transitions. The role proactively identifies service risks, tracks commitments through completion, and provides timely client intelligence to Institutional Sales to support strong relationships, asset retention, and growth opportunities. Key Accountabilities Client Onboarding and Implementation 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 requiremen