Analyst-Client Onboarding
Company | Bank of Montreal |
---|---|
Location | Toronto, ON, Canada |
Salary | $45500 – $84500 |
Type | Full-Time |
Degrees | Bachelor’s |
Experience Level | Entry Level/New Grad, Junior |
Requirements
- An undergraduate degree in Business or a STEM related discipline.
- Some knowledge of trading products across Global Markets as well as Investment & Corporate Banking products.
- Exceptional ability to independently manage multiple priorities and to proactively service multiple internal clients in a fast-paced environment.
- Ability to work a demanding schedule under limited supervision.
- Excellent attention to detail and ability to learn and adapt quickly.
- Ability to review, assess and provide detailed information daily ability to collaborate and build strong relationships with customers at all levels of the organization.
- Excellent verbal and written communication skills.
- Strong conflict management/ resolution skills.
- Strong organizational and prioritization skills.
- Proficiency in Microsoft suite of applications.
Responsibilities
- Support all of the BMO Global Markets desks in North America by seamlessly onboarding new Capital Markets clients and coordinating the end-to-end flow from initial intake right through to initial trade execution.
- Deliver ‘white glove’ client service while ensuring that all internal BMO policies and procedures, as well as all regulatory requirements, are met.
- Partner with other internal stakeholder groups to facilitate the most efficient client experience.
- Respond to urgent client enablement requests and have the ability to solve problems as they arise.
- Identify and implement automation opportunities.
Preferred Qualifications
- Experience with Bloomberg would be a plus.