Client Delivery Associate — Banking Service & Insights

Bank of Montreal; Brossard; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

Bank of Montreal is hiring a Client Delivery Associate to support clients, resolve service needs, and help shape banking solutions. The role emphasizes proactive relationship building, data-driven service improvements, and cross-team collaboration.

Ideal candidates bring 2-3 years in client service or financial services, strong analytical skills, and proficiency in MS Office and reporting tools. The position offers a salaried, full-time arrangement in a collaborative, fast-paced environment.

Qualifications

• 3- to 5-year track record in client service, relationship management, financial services, banking, or related field.
• Bachelor's degree preferred; equivalent experience will be considered.
• Strong analytical and problem-solving abilities with data-driven decision making.
• Excellent communication and collaboration across teams and stakeholders.

Responsibilities

• Deliver exceptional client service and resolve complex service requests with urgency.
• Build and nurture client relationships; identify needs and connect clients with solutions.
• Produce and maintain reports, dashboards, and service metrics to support objectives.
• Collaborate with internal teams to resolve issues and support strategic initiatives.

Skills

Client service

Relationship management

Analytical skills

Data reporting

Communication

MS Office

Education

Bachelor's degree in Business Administration/Finance/Marketing or related

Tools

Microsoft Office suite

Reporting tools

Job description

Bank of Montreal is hiring a Client Delivery Associate to support clients, resolve service needs, and help shape banking solutions. The role emphasizes proactive relationship building, data-driven service improvements, and cross-team collaboration.

Ideal candidates bring 2-3 years in client service or financial services, strong analytical skills, and proficiency in MS Office and reporting tools. The position offers a salaried, full-time arrangement in a collaborative, fast-paced environment.