Client Operations Associate (New Grad)

Address:
4380 S Macadam Ave

Job Family Group:
Customer Shared Services

Strategic Context

Our vision is to be the single reference point for service to families of significant wealth. Our mission is to be the family office that defines exceptional client experience. We seek to provide the most high-touch, objective expertise needed to support and serve the wealth of families and families of wealth.

Our core services to families include Investment Advisory (asset allocation strategy, research, portfolio implementation, and investment reporting), Family Wealth (tax strategy and compliance, estate advisory, risk management, expense management and philanthropic planning and advisory), Capital Advisory (liquidity planning, capital structure advisory, lending and cash management), and Fiduciary (estate settlement, trusteeship and trust). We deliver services to clients primarily through BMO Family Office, LLC, BMO Harris Bank N.A., and BMO Delaware Trust. Together, we have over 130 professionals who service approximately 300 families and manage or advise on approximately $12 billion in assets and administer another $6 billion in assets.

Role Mandate

This role requires a person who is motivated, eager to learn, likes to get things done and has a mentality of ownership. We seek individuals who can identify issues and develop solutions. The associate will have the opportunity to interact with a dynamic and intellectual group of professionals who believes in improving not only the client's experience, but the employee experience as well.

The Client Operations Team oversees client onboarding, service and administration, coordinates portfolio implementation on a multi-custodial investment platform, and provides alternative investment administration. The associate will learn and assist team members and the functions of the group. In addition, the associate will work with members of the Family Wealth and Investment Advisory teams.

Key Dimensions
  • Accurately complete appropriate know-your-client account documentation and update systems to reflect current information on client accounts
  • Prioritize and follow up on tasks in a timely fashion
  • Own certain centralized client service activities and backup on others
  • Organize and maintain client files
  • Log, review and track client service activities


Key Accountabilities
  • Prepare and/or review various client documentation
  • Setup, input and monitor client and account information
  • Initiate account opening, account maintenance and money movement requests
  • Manage incoming and outgoing documentation (electronic and other) for the team
  • Perform various client service activities for client facing professionals
  • Coordinate investment implementation with internal and external business partners
  • Support various compliance and anti-money laundering program requirements
  • Upload and organize account statements and financial documents


Knowledge and Skills
  • As a full-time employee, we would require 2-3 years of experience, however as part of the BMO campus program, we are looking for motivated individuals with a strong desire to learn.
  • Bachelor's degree preferred
  • Proficient in Word, Excel, Outlook, and PowerPoint
  • Knowledge of financial markets or investments is a plus
  • Familiarity or experience with investment reporting platforms is a plus
  • Ability to work under tight deadlines and balance/prioritize tasks
  • Strong written and verbal communication skills
  • Individual must be able to work independently and in a team
  • Attention to detail and ability to practically apply written policy and procedures


Working Conditions

  • Professional office environment


We're here to help

At BMO Harris Bank 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 Harris Bank 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.bmoharris.com.

BMO Harris Bank 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. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.