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BMO · 1 day ago

Sr. Client Onboarding Advisor

United States

Full-time

Remote

Mid, Senior Level

$52K/yr - $96K/yr

4+ years exp

BMO US is a financial services organization committed to creating lasting, positive change for customers and communities. The Client Onboarding Advisor serves as the single point of contact for onboarding clients, ensuring a seamless experience by coordinating with various stakeholders and advocating for client needs.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Support end-to-end implementation and maintenance of products and services

Deliver solutions to clients within desired timeframes

Provide input to product rollouts and participate in sales calls

Act as a trusted advisor, influencing and negotiating to achieve business objectives

Assist in strategic planning and identify emerging issues and trends

Work with complex and custom implementations, developing solutions based on business strategy

Build effective relationships with internal/external stakeholders

Lead or participate in defining client and internal stakeholder communications in a timely manner

Collaborate with internal stakeholders to analyze special client needs

Perform end-to-end implementation and setups for client onboarding

Facilitate internal/external kickoff meetings and ensure timely updates

Document solutions and manage legal and setup documentation processes

Ensure clients are trained and prepared to utilize solutions

Provide ongoing post-onboarding support to newly onboarded relationship

Qualification

Treasury knowledgeClient onboardingRelationship buildingOffice 365Analytical skillsInfluence skillsCommunication skillsProblem-solving skillsCollaboration skills

Required

4-6 years of relevant experience and post-secondary degree or equivalent combination of education and experience

10+ years of exposure to the bank with comprehensive knowledge of treasury, payments, and commercial businesses

Strong communication, relationship building, and managing skills

Ability to learn moderate to complex treasury products and train clients during onboarding

Strong organizational skills, ability to leverage Office 365, and learn various bank systems

Technical proficiency gained through education and/or business experience

In-depth verbal & written communication skills, collaboration & team skills, analytical & problem-solving skills, influence skills, and data-driven decision making