Job Description
Application Deadline: 07/23/2026 Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service The RSM Associate plays a critical role in converting new business into funded, active client relationships. Partnering closely with the Regional Sales Managers (RSM), this role owns the onboarding journey end‑to‑end, ensuring a smooth, accurate, and professional experience while strengthening relationships with Private Bankers to support continued sales growth. Key Responsibilities Delivers proactive sales support to sales teams and internal partners, driving stronger results and enhancing the overall customer experience Manage client onboarding administration by processing account opening documentation, transfer forms, account maintenance requests, and related paperwork accurately and efficiently Liaise directly with clients post-sale to collect outstanding documentation, provide updates, and move accounts through onboarding to completion Partner closely with RSMs to support sales conversion by ensuring all post-sale administrative steps are completed quickly and without friction Review documentation for completeness and accuracy to minimize deficiencies, delays, and rework Coordinate and track onboarding progress through consistent follow-ups with clients and internal stakeholders Provide sales support to RSMs, Private Bankers, and other partners to help drive business results and improve conversion outcomes Build and maintain strong relationships with Private Bankers and other partners to enhance collaboration, trust, and ongoing sales effectiveness Coach and guide Private Bankers and other partners on onboarding requirements, documentation standards, and process best practices Deliver a high-quality client experience through responsive, knowledgeable, and professional service during the onboarding journey Stay current on products, processes, and regulatory requirements to ensure accurate handling of client accounts Contribute to the co
