Client Service Advisor

4 months 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.
- This position requires proficiency in a language other than French to interact, support and/or provide services to non-French speaking customers, employees and/or partners inside and/or outside the province of Quebec._

**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.


  • Client Advisor

    4 months ago


    Montréal, Canada Burberry Full time

    At Burberry, we believe creativity opens spaces. Our purpose is to unlock the power of imagination to push boundaries and open new possibilities for our people, our customers and our communities. This is the core belief that has guided Burberry since it was founded in 1856 and is central to how we operate as a company today.- We aim to provide an environment...


  • Montréal, Canada Louis Vuitton Malletier Full time

    **Position**: Louis Vuitton is seeking highly motivated, curious and client centric Advisors with an undeniable passion for crafting memorable experiences for our worldly clientele in our Toronto area locations. As a** Client Advisor**, you will be an ambassador of the Brand, ensuring that every Client is treated according to the Louis Vuitton promise. You...


  • Montréal, Canada National Research Council Canada Full time

    Great Minds. One Goal. Canada's Success. Help bring research to life and drive your career forward with the National Research Council of Canada (NRC), Canada's largest research and technology organization. We are looking for a Client Engagement Advisor to support our Industrial Research Assistance Program’s (IRAP) Client Enablement team. The Client...

  • Client Care Advisor

    7 days ago


    Montréal, QC, Canada Royal Bank of Canada Full time

    **Job Summary** ** Opportunity for Client Care Advisor role at Van Horne & Victoria - Full Time ** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing...


  • Montréal, Canada Marsh Full time

    **Associate Account Advisor - High Net Worth Clients** **What can you expect?** - You will be joining a dynamic team of insurance professionals who focus on Personal Lines Risks in our High Net Worth consumer division of Marsh’s Private Client Services. - We offer a fast paced, high volume, friendly team environment. - You approach each work day by...


  • montréal, Canada National Bank Full time

    As an Advisor, Banking Services   in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting...


  • 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...

  • Asset Management

    3 months ago


    Montréal, Canada JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm. Our Sales teams help our clients build stronger...

  • Asset Management

    3 months ago


    Montréal, Canada J.P. Morgan Full time

    J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm. Our Sales teams help our clients build stronger portfolios, for...


  • Montréal, Canada Scotiabank Full time

    Requisition ID: 202089 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Purpose** The position is responsible for providing in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants within a defined region. **Accountabilities** **Acts as the main point of contact for...


  • montréal, Canada National Bank Full time

    As an Advisor, Banking Services   in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact


  • Montréal, Canada CWB Group - Industry Services Full time

    **Your expertise shapes our business** At the CWB Group, we find fulfillment and inspiration knowing that we are performing meaningful and purposeful work. Every day is a new adventure with opportunities to learn from industry leaders and, most importantly, from each other. When you join the CWB Group, you become part of a diverse and inclusive, tight-knit...


  • Montréal, QC, Canada National Bank of Canada Full time

    As an Advisor, Banking Services** **in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop for all our clients’ personal needs. With your experience in customer service, and your knowledge of banking and credit products, you’ll have a positive impact on the lives of our clients and on the lasting...


  • Montréal, QC, 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 Sephora Full time

    **Job ID**: 224952 **Location**: QC-Anjou (0586) **Address**: 7999 Blvd Les-Galeries-d'Anjou, Montreal, QC H1M 1W9, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....


  • Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 426382BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Hours/Availability Detail** - Full time **Pay...


  • Montréal, Canada TD Bank Full time

    **PIA Client Service Associate**: - 430782BR **Job Category - Primary** - Wealth Management **Work Location** - 1350 Rene-Levesque Blvd Corporate **Employment Type** - Regular **City** - Montreal **Time Type** - Full Time **Province/State** - Quebec **Hours** - 37.5 **Workplace Model** - Hybrid **Pay Details** **Department Overview** TD Private...


  • Montréal, Canada Echelon Wealth Partners Full time

    **About Us**: Highgate Group is an investment dealer offering independent and integrated client advisory services to wealthy individuals and their families. With a commitment to excellence and personalized service, we provide comprehensive wealth management solutions tailored to meet the unique needs and goals of each client. Our team of experienced...

  • Communication Advisor

    4 months ago


    Montréal, Canada SII Technologies GmbH HR-Service Full time

    Partenaire technologique des grandes entreprises depuis 1979, le Groupe SII est au cœur de l'économie de l'innovation avec 10 000 collaborateurs, une présence internationale dans 20 pays, et un chiffre d’affaires supérieur à 520 millions de dollars canadiens. SII Canada, installée à Montréal et Toronto, a pour objectif d'apporter des solutions à...

  • Advisor

    3 months ago


    Montréal, Canada National Bank of Canada Full time

    A career as an Advisor at National Bank Financial - Wealth Management means putting your expertise to work in support of our network in collaboration with colleagues and business partners. In this role, you will be assisting our wealth advisors and their teams to better understand and use our programs by offering exceptional service that will have a positive...