Client Services Officer

BMO; Markham; On-site; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Markham, Ontario, is seeking a client services professional to support daily operations, nurture high-value client relationships, and drive profitable outcomes. You will work with internal teams to implement strategic initiatives, track metrics, and prepare reports.

The role emphasizes strong communication, problem solving, and the ability to navigate a fast-paced banking environment. Mandarin language ability is required; bilingual candidates are encouraged to apply.

Qualifications

• 2–3 years of relevant experience.
• Strong oral and written communication skills.
• Fast-paced environment with multitasking.
• Bilingual a plus.
• In-depth knowledge of banking products is required.

Responsibilities

• Provides exceptional daily operational service support to grow the Bank’s market share.
• Ensures prompt resolution of client problems and identifies enhancement opportunities.
• Maintains dedicated one-on-one relationships with top-tier clients.
• Coordinates and executes initiatives; tracks metrics and milestones.
• Gathers data into regular and ad-hoc reports and dashboards.
• Documents client requests using tracking systems.
• Supports change management and cross-functional collaboration.
• Communicates tailored messaging to clients when appropriate.
• Manages client service fees collection.

Skills

Communication skills

Bilingual

Banking products

Customer escalation processes

Analytical thinking

Problem solving

Education

Post-secondary degree

Job description

Application Deadline:

09/25/2026

Address:

2851 John Street

Job Family Group:

Commercial Sales & Service

*** Mandarin speaking required ***

Provides exceptional, daily operational service support to grow the Bank’s market share and maximize 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. Meets client service needs through a a dedicated one-on-one relationship with sensitive, complex, and/or top tiered clients.

• Demonstrates an in-depth working knowledge of the strengths, capabilities, and limitations of products, upgrades, and cross-sell opportunities.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Accurately documents client requests using tracking systems.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging, which may include writing, editing and distributing communications.
• Demonstrates an in-depth understanding of product and service capabilities by providing needed information or directing clients to the appropriate source.
• Tracks the collection of client service fees.
• Executes work to deliver timely, accurate, and efficient service.
• Actively listens to client concerns to diagnose client service needs.
• Facilitates timely client problem-resolution, and engages cross-functional representatives or groups, as appropriate.
• Responds to client concerns in a professional manner that conveys ownership, competence, respect, the value of the client relationship and meets standards.
• Facilitates actions that close gaps between client expectations and experiences in the performance of the Bank and its products.
• Serves as an advocate for individual clients and escalates service problems to facilitate timely resolution.
• Explores and identifies enhancements and cross-sell opportunities to bring forward to appropriate lines of business.
• 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:

• Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Strong oral and written communication skills.
• Ability to work in a fast paced environment that requires handling various tasks and priorities concurrently.
• Bilingual a plus.
• Knowledge of BMO banking products – In-depth.
• Knowledge of customer escalation processes/practices – In-depth.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Salary** : **

$38,500.00 - $71,000.00

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.