Client Service Advisor

2 weeks ago


Montréal, Canada BMO Financial Group Full time

105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6

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. 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.
- 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; includes 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 bringing these opportunities to the appropriate line of business contact.
- Actively listens to clients' concerns and diagnoses clients’ service needs.
- Facilitates timely client problem-resolution, engages cross-functional representatives or groups as appropriate.
- Responds to client concerns in a professional manner to convey ownership, competence, 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 escalating 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 2 - 3 years of relevant experience and post-secondary degree in 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.
- Specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

**We’re here to help**

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.



  • Montréal, Canada Pure Strategic Marketing Full time

    **Client Service and Support Representative** We are seeking responsible and motivated team players to join our client services department. We have 2 roles that we are currently hiring for, Processing Agent and Customer Service Agent. For both roles we provide extensive training for the first 3 weeks on the job to get you settled. **How you’ll Make an...


  • Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Montréal, Canada CGI Full time

    CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction rate is very high. Every day, our members help thousands of customers pay their employees in different industries. In this role, you will contribute...


  • Montréal, Canada CGI Full time

    CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are proud of our privileged relationships with clients, and their satisfaction rate is very high. Every day, our members help thousands of customers pay their employees in different industries. In this role, you will contribute...


  • Montréal, Canada Tiffany & Co. Full time

    **Overview**: We believe in the power of delivering the Tiffany Experience to each and every client, where every interaction is an opportunity to make a lasting impression through connection and discovery. Being a part of Tiffany & Co. means being part of a collective vision aligning extraordinary jewels, exceptional craftsmanship, and unwavering commitment...


  • Montréal, Canada Sun Life Full time

    You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...


  • Montréal, Canada Tiffany & Co. Full time

    Based at Tiffany Ritz-Carlton store, the **Client Advisor, Contact Center **holds the critical position of embodying the Tiffany brand in each and every client interaction. The Contact Centre Client Advisor is responsible for delivering luxury best-in-class client experience across multiple contact channels by listening to each client’s personal needs and...


  • Montréal, Canada CUSTOMER EXPERIENCEEXPRIÉNCE CLIENT Full time

    Req Id: 407787 At Bell, we do more than build world-class networks, develop innovative services and create original multiplatform media content - we advance how Canadians connect with each other and the world. If you’re ready to bring game-changing ideas to life and join a community that values professional growth and employee wellness, we want you on...


  • Montréal, Canada SERVICE DE TRANSFORMATION BÉCANCOUR Full time

    Responsable service client domaine métalurgique Tâches demandées: - Recevoir les commandes externes des clients; - Valider les informations pertinentes sur les commandes externes; - Création d’une commande interne et envoi à nos différentes usines/entrepôts; - Céduler les camions en relation avec les commandes; - Entrer les marchandises reçus de...


  • Montréal, Canada CAE Full time

    Role and Responsibilities Position: Customer Service / Travel Advisor General position summary: Customer Service/Travel advisor fulfills the requests of Aircraft Training customers. On-site Travel Advisor representing Signature Travel Services; assist customers with hotel reservations, car rentals and extracurricular activities. Provide...


  • Montréal, QC, Canada SEPHORA Full time

    Location: QC-Anjou (0586) Address: 7999 Blvd Les-Galeries-d'Anjou, Montreal, QC H1M 1W9, Canada (CA) Full Time/Part Time: Part Time Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris. Sephora was acquired by luxury group Moët Hennessy Louis Vuitton (LVMH) in 1997 featuring nearly 300 brands. Sephora offers beauty...


  • Montréal, Canada McGill University Full time

    Please refer to the job aid for instructions on how to apply. - Student Accessibility and Achievement provide an array of learner support services to McGill students of all levels of study, including reasonable academic accommodations for those with documented disabilities of either a permanent, temporary, or episodic nature. They foster an accessible and...

  • Client Advisor

    4 days ago


    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor

    4 weeks ago


    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Remote Advisor

    2 weeks ago


    Montréal, QC, Canada Desjardins Group Full time

    Senior Advisor, Business development and sales support page is loaded Senior Advisor, Business development and sales support Apply remote type The work arrangement for the position is hybrid work locations Montréal time type Full time posted on Posted 13 Days Ago job requisition id R2404131 As a senior sales and business development support advisor, you...


  • Montréal, Canada Groupe Kering Full time

    Summary ABOUT SAINT LAURENT Founded in 1961, Yves Saint Laurent was the first couture house to introduce the concept of luxury prêt-à-porter in a 1966 collection called ‘Rive Gauche’, synonymous with youth and freedom. This shift represented a first critical step in the modernization of fashion and revolutionized the socio - cultural landscape. In...


  • Montréal, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Advisor, Business

    5 days ago


    Montréal, Canada Desjardins Full time

    As a business advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients who have specialized advisory needs. You provide customer service and help sell specialized products and services through multiple distribution channels based on member/client needs and current strategies and practices. You...


  • Montréal, QC, Canada Scotiabank Full time

    Join the Global Community of Scotiabankers to help customers become financially better off. Scotiabank is a premier financial institution and Canada’s most international bank recognized as a Best Workplace, in Canada, Mexico, El Salvador, Costa Rica, Puerto Rico, Dominican Republic, Panama, Peru, Chile and Latin America by the Great Place to Work...


  • Montréal, Canada Incubation Systems Private Limited Full time

    _*We are hiring for our client, a leading Financial and Insurance service provider.*__*Contract - *__6 months with possible extension__*Location: *__Oakville ON / Montreal QC__*Job Type: *__Hybrid (3 days from office)_*Job Summary:*The Bilingual Advisor Onboarding & Transition Specialist is a critical and multi-functional role within Advisory Services’...