Client Delivery Associate

BMO; London; Presencial; CAD 37 000 - 70 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Resumo da oferta

BMO Financial Group is seeking a Client Delivery Associate in Canada to deliver exceptional client experiences and solve complex service challenges. You will be a trusted contact, handling a range of client inquiries and partnering with internal teams to drive improvements.

The role emphasizes client service, relationship-building, analytics, and risk-aware decision-making. A 2–3 year background in client service and a Bachelor's degree are valued, with comprehensive benefits and growth

Qualificações

• 2-3 years of experience in client service, relationship management, financial services, banking operations, or related field.
• Bachelor's degree in Business Administration, Finance, Marketing, or related discipline preferred.
• Equivalent experience will also be considered.
• Experience in a client-facing or service-oriented environment with a strong commitment to service excellence.

Responsabilidades

• Serve as a trusted point of contact for clients, delivering responsive, professional, and personalized service.
• Manage a variety of client requests, inquiries, investigations, and escalations while ensuring timely and effective resolution.
• Build strong relationships with clients by understanding their needs and proactively identifying opportunities to enhance their experience.
• Analyze client feedback, service trends, and operational data to identify opportunities for continuous improvement.
• Leverage knowledge of BMO products and services to connect clients with suitable solutions.
• Collaborate with internal partners to resolve issues, improve processes, and deliver exceptional client outcomes.
• Contribute ideas and insights that support product, service, and operational enhancements.
• Ensure all client interactions, documentation, and processes comply with regulatory requirements and risk management standards.
• Demonstrate sound judgment and initiative balancing client needs with risk management principles.

Conhecimentos

Client service

Relationship-building

Analytical thinking

Communication

Collaboration

Attention to detail

Formação académica

Bachelor's degree in Business/Finance/Marketing

Ferramentas

Excel

PowerPoint

Outlook

Descrição da oferta de emprego

Job Family Group: Commercial Sales & Service Client Delivery Associate; Deliver Exceptional Client Experiences. Build Trusted Relationships. Make an Impact.

At BMO, our clients are at the center of everything we do. As a Client Delivery Associate, you'll play a critical role in delivering a seamless client experience by providing responsive support, solving complex service challenges, and helping clients achieve their goals with confidence. This is an exciting opportunity for a client-focused professional who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about building strong relationships. You'll collaborate with partners across the organization, contribute to service enhancements, and help drive operational excellence while making a meaningful impact on our clients' success.

What You'll Do

• Serve as a trusted point of contact for clients, delivering responsive, professional, and personalized service.
• Manage a variety of client requests, inquiries, investigations, and escalations while ensuring timely and effective resolution.
• Build strong relationships with clients by understanding their needs and proactively identifying opportunities to enhance their experience.
• Analyze client feedback, service trends, and operational data to identify opportunities for continuous improvement.
• Leverage your knowledge of BMO products and services to connect clients with the solutions and resources best suited to their needs.
• Collaborate with internal partners to resolve issues, improve processes, and deliver exceptional client outcomes.
• Contribute ideas and insights that support the development of products, services, and operational enhancements.
• Ensure all client interactions, documentation, and processes comply with regulatory requirements, internal policies, and risk management standards.
• Demonstrate sound judgment and initiative while balancing client needs with risk management principles.

Experience & Education

2-3 years of experience in client service, relationship management, financial services, banking operations, or a related field.

Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline preferred.

Equivalent experience will also be considered.

Experience working in a client-facing or service-oriented environment with a strong commitment to service excellence.

Skills & Qualifications

• Exceptional client service and relationship-building skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities while maintaining accuracy and attention to detail.
• Effective verbal and written communication skills.
• Strong collaboration and teamwork capabilities.
• Working knowledge of Microsoft Office applications, particularly Excel, PowerPoint, and Outlook.
• Understanding of banking products, financial services, and regulatory requirements is an asset.

What Will Help You Succeed

• A passion for delivering outstanding client experiences.
• Strong attention to detail and organizational skills.
• Confidence navigating complex situations and resolving issues effectively.
• Curiosity and a continuous improvement mindset.
• Ability to build trust and collaborate with diverse stakeholders.
• Sound judgment and a commitment to risk-aware decision-making.

Why Join BMO?

Make a Difference Every Day

Help clients navigate their banking needs while creating positive experiences that strengthen long-term relationships.

Develop Valuable Skills

Gain exposure to client relationship management, operational excellence, reporting and analytics, banking products, and process improvement.

Grow Your Career

Build a strong foundation in financial services while partnering with professionals across multiple business areas and developing expertise in client service and operations.

Be Part of a Collaborative Team

Join a supportive environment that values teamwork, innovation, continuous learning, and professional growth.

If you're passionate about client service, enjoy solving complex challenges, and want to build a rewarding career in financial services, we'd love to hear from you. Join BMO and help make every client interaction count.

Salary: $37,000.00 - $70,000.00

Pay Type: Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

• 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

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Address: 270 Dundas Street