Associate, Client Onboarding

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world.

Role Summary

The Client Onboarding (COB) function serves as a centralized hub, working in close collaboration with clients and various internal and external teams across Capital Markets. Its primary purpose is to streamline the capture of onboarding requirements to enable seamless service delivery, product provisioning, and revenue generation. By utilizing a centralized onboarding model and partnering with key support functions—such as KYC, Legal, Credit, Central New Accounts, Operations, and the front office—COB is committed to delivering the highest standard of service to clients and enhancing the overall client experience.

Responsibilities

• Deliver exceptional service: ensuring outstanding service levels for internal sales teams ...