Sales Coordinator- Global Markets Trading Floor jobs in United States
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BMO Capital Markets · 4 days ago

Sales Coordinator- Global Markets Trading Floor

BMO Capital Markets is a leading financial services provider, and they are seeking a Sales Coordinator for their Global Markets trading floor. This entry-level role offers hands-on exposure to sales, trading, and client activity, while supporting the operations of a fast-paced trading desk.

BankingFinanceFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Capital MarketsExcelPowerPointCRM systemsResilienceVerbal communicationWritten communicationAttention to detailInitiativeWork ethic

Required

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

Preferred

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

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO Capital Markets

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BMO Capital Markets is a financial company that manages Bank of Montreal's wholesale banking operations.

H1B Sponsorship

BMO Capital Markets has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (9)
2023 (4)
2022 (9)
2021 (8)
2020 (14)

Funding

Current Stage
Late Stage

Leadership Team

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Alan Tannenbaum
Chief Executive Officer
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Chris Taves
Head of Asia
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Company data provided by crunchbase