BMO Capital Markets Client Enablement Analyst Co-op (Winter 2025)

at  BMO Financial Group

THE CAMPUS JOB DESCRIPTION ABOVE ALIGNS TO THE FULL TIME JOB DESCRIPTION BELOW.

Onboards clients efficiently and effectively ensuring that clients are able to transact as quickly as possible within BMO. Ensures all internal requirements are satisfied (compliance/legal/regulatory/etc.) based on the applicable jurisdiction. Provides the client with clear and concise communications, knowledgeable and timely responses during onboarding to deliver an experience that strengthens the relationship with the client. Adheres to requirements mandated by the regulatory agencies in all geographic locations.

• Provides knowledgeable and timely responses to the client on onboarding activities to strengthen the relationship with the client.
• Completes onboarding activities as required to deliver service excellence.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Analyzes data and information to provide insights and recommendations.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Completes required onboarding activities to enable the client to effectively transact within BMO.
• Works with the client to gather required documentation and share information with stakeholders as required in the onboarding process.
• Executes work to deliver timely, accurate, and efficient service.
• Organizes work information to ensure accuracy and completeness.
• Follows established parameters and documented policies and procedures. Escalates issues/concerns as required.
• Accurately documents client requests using the group’s tracking systems. Ensures all standards for documenting requests/issues are met.
• Builds effective relationships with internal/external stakeholders.
• Follows all internal requirements as defined in the onboarding process.
• Looks for potential process improvements opportunities to more efficiently and effectively meet the needs of clients and stakeholders.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.QUALIFICATIONS:
• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

• Manage and maintain the online portal for electronic delivery of confirmations and statements.
• Enroll clients for electronic delivery of confirmations and statements.
• Review and manage clients’ physical return mail (confirmations and statements).
• Perform quality control review of the daily accounts opened.
• Perform data quality assurance checks in source product systems.
• Review escalations and queries from internal stakeholders.
• Coordinate work of the offshore teams.
• Design and produce regular and ad-hoc reports, and dashboards.
• Assist with data preparation and reconciliation for ongoing projects.
• Support management with data analysis and provide relevant insights/recommendations.
• Document and maintain operational procedures and processes.
• Think creatively and propose new automation solutions.
• Exercise judgment to identify, diagnose, and solve problems within given rules.
• Broader work or accountabilities may be assigned as needed