Client Service Advisor II

BMO Financial Group; Toronto; On-site; CAD 44,000 - 83,000; Full time

Job summary

BMO Financial Group is seeking a dedicated professional to provide exceptional operational service support. This role involves ensuring prompt client problem resolution, identifying enhancement opportunities, and managing client relationships effectively. The ideal candidate will have a strong background in client service, excellent analytical skills, and the ability to collaborate with various stakeholders.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 3 - 5 years of relevant experience.
• Must have Client Service experience.
• Bilingual in French and English is a plus.

Responsibilities

• Provides operational service support to clients.
• Coordinates activities for strategic initiatives.
• Facilitates client problem resolution.

Skills

Client Service

Analytical skills

Problem-solving skills

Collaboration skills

Education

Post-secondary degree in a related field

Job description

Provides exceptional, daily operational service support to grow the Bank’s market share and maximize the profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top-tiered clients.

Responsibilities:

• Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.
• Coordinates and executes specific activities for the implementation of strategic initiatives; including tracking metrics and milestones.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Explores and identifies enhancements and cross-sell opportunities and brings these opportunities to the appropriate line of business contact.
• Actively listens to clients' concerns and diagnoses clients’ service needs.
• Facilitates timely client problem resolution, and engages cross-functional representatives or groups as appropriate.
• Respond to client concerns in a professional manner to convey ownership, competence, and respect for the client relationship.
• Accurately documents client requests using the group’s tracking systems.
• Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
• Applies consistent and timely follow-ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
• Serves as an advocate for individual clients and escalates issues as necessary to facilitate the timely resolution of service problems.
• Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
• Tracks collection of client service fees
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Executes work to deliver timely, accurate, and efficient service.
• 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.

Qualifications:

• Typically between 3 - 5 years of relevant experience and a post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications, and associated credit knowledge and skills according to the established qualification standards.
• Must have Client Service experience
• Ability to manage inbound and outbound calls and emails
• Ability to manage queries
• Specialized knowledge in Treasury and Payments Solution – Nice to have
• Commercial Banking experience – Nice to have
• Bilingual – French and English – Nice to have
• Collaboration & team skills - Good.
• Analytical and problem-solving skills - Good.

Application Deadline:

06/29/2025

Address:

33 Dundas Street West

Job Family Group:

Commercial Sales & Service

Provides exceptional, daily operational service support to grow the Bank’s market share and maximize the profitability of client relationships. Ensures client problem resolution is prompt and effective, and that enhancement opportunities are identified and closed or referred during client service interactions. Typically meets client service needs through a pooled call center environment or a dedicated one-on-one relationship with sensitive, complex, and/or top-tiered clients.

Responsibilities:

• Demonstrates an in-depth understanding of product and service, by providing needed information or directing clients to the appropriate source.
• Coordinates and executes specific activities for the implementation of strategic initiatives; including tracking metrics and milestones.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Explores and identifies enhancements and cross-sell opportunities and brings these opportunities to the appropriate line of business contact.
• Actively listens to clients' concerns and diagnoses clients’ service needs.
• Facilitates timely client problem resolution, and engages cross-functional representatives or groups as appropriate.
• Respond to client concerns in a professional manner to convey ownership, competence, and respect for the client relationship.
• Accurately documents client requests using the group’s tracking systems.
• Facilitates action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
• Applies consistent and timely follow-ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
• Serves as an advocate for individual clients and escalates issues as necessary to facilitate the timely resolution of service problems.
• Supports the development of tailored messaging, which may include writing, editing, and distributing communications.
• Tracks collection of client service fees
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Executes work to deliver timely, accurate, and efficient service.
• 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.

Qualifications:

• Typically between 3 - 5 years of relevant experience and a post-secondary degree in a related field of study desirable or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications, and associated credit knowledge and skills according to the established qualification standards.
• Must have Client Service experience
• Ability to manage inbound and outbound calls and emails
• Ability to manage queries
• Specialized knowledge in Treasury and Payments Solution – Nice to have
• Commercial Banking experience – Nice to have
• Bilingual – French and English – Nice to have
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem-solving skills - Good.

Salary :

$44,500.00 - $82,500.00

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About the company

The Bank of Montreal is a Canadian multinational investment bank and financial services company.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.