Manager, Client Onboarding

Key Responsibilities

• Lead End-to-End Client Onboarding: Oversee the entire onboarding process for new and existing clients driving new revenue – from initial needs assessment to solution configuration and go-live – ensuring each implementation meets client needs, timeline, budget, and BMO’s quality, experience and compliance standards .
• Deliver Exceptional Customer Experiences: Serve as the primary client-facing liaison , guiding clients through onboarding. Proactively communicate progress, set clear expectations, and ensure clients feel supported and confident using BMO’s solutions. Your focus is on achieving high client satisfaction and trust throughout the process.
• Project & Stakeholder Management: Manage multiple client onboarding projects simultaneously, coordinating across internal teams (Sales, Operations, Technology, Legal, Compliance, etc.) to ensure seamless delivery of services. Antic...