Client Delivery Associate

Bank N.A.; Toronto; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Toronto is seeking a Client Relationship Specialist to provide daily service support, resolve client issues, and ensure exceptional experiences across banking products. You will engage with clients to address needs and deliver timely resolutions.

You will handle inquiries, prepare reports, and contribute to product and process improvements while adhering to regulatory requirements and internal controls.

Qualifications

• 2–3 years of client relationship or service-excellence experience in banking.
• Bachelor's degree preferred in Business Administration, Finance or Marketing.
• Other related discipline or commensurate work experience considered.

Responsibilities

• Provide daily operational service support and ensure exceptional client experiences.
• Handle transactional requests, escalations and investigations of service needs.
• Publish regular and ad-hoc reports and dashboards.
• Ensure all client interactions comply with bank policies and controls.
• Analyze client feedback to identify service gaps and improve performance.

Skills

Regulatory Compliance

Document Management

Problem-Solving

Collaboration

Education

Bachelor's degree (Business Administration / Finance / Marketing)

Tools

Microsoft Office

Job description

Application Deadline:

11/19/2026

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.

Handles transactional requests, escalations and investigation of all types of service needs for clients.

Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.

Publishes regular and ad-hoc reports and dashboard

Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.

Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.

Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.

Responds to and facilitates the resolution of client service requests.

Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.

Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.

Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.

Analyzes issues and determines next steps.

Broader work or accountabilities may be assigned as needed.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

• 2 - 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
• Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.

Specialized knowledge.

Foundational level of proficiency:

• Regulatory Compliance
• Document Management
• Problem-Solving
• Collaboration

Intermediate level of proficiency:

• Product Knowledge
• Data Analysis Reporting
• Microsoft Office
• Detail-Oriented
• Teamwork

Salary :

$40,500.00 - $80,000.00

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 strive to help you make an impact from day one - for yourself and our customers. 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.