Sales Coordinator

Bank of Montreal • New York, NY

6d

About The Position

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets The Sales Coordinator role is an entry-level position on the Global Markets trading floor designed for high-potential individuals seeking to build a long-term career in Capital Markets. The role provides hands-on exposure to sales, trading, and client activity while supporting the day-to-day operations of a fast-paced trading desk. This position requires strong attention to detail, intellectual curiosity, and the ability to perform under pressure. The successful candidate will demonstrate a strong work ethic, operational excellence, and a willingness to learn—earning increased responsibility over time through consistent performance and initiative.

Requirements

• Bachelor’s degree; finance, economics, business, STEM, or related field preferred.
• Strong interest in Capital Markets, markets, and client-facing roles.
• High attention to detail and ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills with a professional demeanor.
• Willingness to begin in a support-oriented role with a long-term growth mindset.

Nice To Haves

• Prior internship or customer-facing experience in a financial or professional services environment.
• Strong Excel and PowerPoint skills.
• Familiarity with CRM or activity-tracking systems is a plus.
• Demonstrated initiative, resilience, and work ethic in high-expectation settings.

Responsibilities

• Provide real-time administrative and operational support to Sales and Trading teams on the trading floor.
• Serve as a point of contact for inbound client calls and inquiries, directing requests appropriately and ensuring timely follow-up.
• Support daily desk workflows to ensure responsiveness, organization, and operational efficiency.
• Coordinate closely with Sales, Trading, and internal partners to support smooth desk operations.
• Maintain and update client distribution lists, contact records, and internal desk trackers.
• Assist with inbound and outbound client communications, including call handling, activity logging, and follow-up tracking.
• Maintain and update client contact information, distribution lists, and internal coverage trackers.
• Coordinate client meetings, including scheduling, logistics, materials preparation, and post-meeting action items.
• Support Sales teams in the preparation and distribution of client-facing materials such as market color, pricing summaries, and presentation content.
• Log client interactions, requests, and follow-ups accurately in internal systems.
• Track outstanding client and desk items to ensure timely responses and execution.
• Assist in maintaining organized records to support compliance and internal reporting requirements.
• Build a strong understanding of assigned products, markets, and client segments through hands-on exposure.
• Participate in desk-level learning opportunities and internal training sessions.
• Take ownership of recurring responsibilities and proactively identify opportunities to improve efficiency and service quality.
• For interested individuals, pursue industry licensing over time with support from the firm, opening the door to broader responsibilities.

Benefits

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
• To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level