Client Service Advisor
4 months ago
525 8th Ave SW East Tower Calgary Alberta,T2P 1G1
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.
**Salary**:
$37,500.00 - $69,500.00
**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.
**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
Calgary, Canada Burberry Full time**Client Advisor**: - Department: RETAIL OFFLINE- City: Calgary- Location: CA**INTRODUCTION**: 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...
-
Automotive Service Advisor
4 months ago
Calgary, Canada Dalhousie auto service Full time**Job Summary** As a Service Advisor, you will be the primary point of contact for customers requiring vehicle maintenance or repairs. Your role is crucial in ensuring customer satisfaction and facilitating smooth communication between customers and the service department. **Responsibilities**: - Interact with customers to determine their vehicle service...
-
Service Advisor
1 month ago
Calgary, Canada Porsche Centre Calgary Full time**Join Our Team at Porsche Centre Calgary!** Are you passionate about luxury vehicles and delivering top-notch customer service? Porsche Centre Calgary is growing, and we’re looking for an exceptional **Service Advisor** to be the face of our Service Department! As a Service Advisor, you’ll play a key role in creating a seamless service experience for...
-
Service Advisor
7 months ago
Calgary, Canada AutoCanada Inc. Full timeWe are looking for** **an experienced **Service Advisor** who is passionate about delivering exceptional customer experience to join our exceptional service team! We're looking for a friendly and motivational individual to fill this position. You will play a key role in curating the service experience for our valued clients who choose to service their...
-
Service Advisor
4 months ago
Calgary, Canada CMP Auto Chevrolet Cadillac Calgary -AB Full time**Are you an Automotive Service Advisor that enjoys working in a fast paced, busy environment. Enjoys working as part of a team and providing our clients the best experience. **Look no further as CMP Automotive has the opportunity for you! The Service Advisor we are seeking will be; a team player with a focus on customer experience, will have strong...
-
Client Services Associate
4 days ago
Calgary, Canada Wellington-Altus Private Wealth Inc. Full time**Client Services Associate** **Location**:This position will be based out of our Calgary office. **Our organization**: Founded in 2017, Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., and...
-
Service Advisor
4 months ago
Calgary, Canada AutoCanada Full timeService Advisor Northland Volkswagen Calgary, AB Northland Volkswagen are looking for a friendly and motivated Service Advisor who is passionate about delivering an exceptional customer experience! If you are a reliable team player who thrives in a fast paced and fun work environment, keep reading! What’s in it for you? A friendly and supportive...
-
Advisor, Private Client Solutions
2 months ago
Calgary, Canada Lloyd Sadd Full timeLloyd Sadd is a Navacord broker partner, one of Canada’s largest insurance, group benefits and pension providers. Our goal is to provide our clients with expert advice in risk management, employee wellbeing and insurance. With multiple locations in Alberta and BC, we take pride in our ability to attract exceptional talent and build top performing teams who...
-
Service Advisor
4 months ago
Calgary, Canada AutoCanada Inc. Full time**Service Advisor** **Northland Volkswagen** **Calgary, AB** Northland Volkswagen are looking for a friendly and motivated Service Advisor who is passionate about delivering an exceptional customer experience! If you are a reliable team player who thrives in a fast paced and fun work environment, keep reading! **What’s in it for you?** - A friendly and...
-
Client Advisor, Commercial Client Care
5 months ago
Calgary, Canada Acera Insurance Full timeClient Advisor, Commercial Client Care Jul 24, 2024 Location: Calgary, AB, CA We put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment...
-
Service Advisor
6 months ago
Calgary, Canada AutoCanada Inc. Full time**Service Advisor** **Crowfoot Hyundai** **Calgary, AB** We are looking for** **an experienced **Service Advisor** who is passionate about delivering an exceptional customer experience to join our growing team! We're looking for a friendly and motivational individual to fill this position. You will play a key role in curating the service experience for our...
-
Client Advisor, Commercial Insurance
6 months ago
Calgary, Canada Acera Insurance Full timeClient Advisor, Commercial Insurance Jul 13, 2024 Location: Edmonton, AB, CA We put our people first. As an employer of choice, Acera Insurance, formerly Rogers McLean Shaw Insurance Brokers, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo...
-
Service Advisor
1 month ago
Calgary, Canada German Car Specialist Ltd. Full timeAs the primary contact for our customers this important role ensures a high level of customer satisfaction and retention. You will contribute to the operational effectiveness of our service business by warmly greeting customers, understanding how they use their automobile and their requirements, managing their expectations, advising on recommended repair...
-
Manager Client Services
5 months ago
Calgary, Canada Fidelity Investments Full timeDescription Who We Are: At Fidelity, we’ve been helping Canadian investors build better financial futures for over 35 years. We offer individuals and institutions a range of trusted investment portfolios and services - and we’re constantly seeking to find new and better ways to help our clients. As a privately owned company, we boldly embrace...
-
Service Advisor
1 month ago
Calgary, Canada Tirecraft Braeside Full time**Overview** **Responsibilities** - Greet customers promptly and professionally, ensuring a positive first impression. - Assess customer needs and provide recommendations for automotive repairs and maintenance services. - Utilize strong customer service skills to build rapport with clients and address their concerns effectively. - Upsell additional services...
-
Asset Management- External Client Advisor
1 month ago
Calgary, Canada J.P. Morgan Full timeAt J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in...
-
Client Advisor, Personal Insurance
3 weeks ago
Calgary, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees. Our people are: Encouraged to challenge the status quo and never stop learning in their commitment to excellence. Empowered with a sense of accountability and autonomy...
-
Client Advisor, Signature Insurance
3 months ago
Calgary, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance, offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
-
Client Advisor, Commercial Insurance
4 months ago
Calgary, Canada Acera Insurance Services Ltd. Full timeWe put our people first. As an employer of choice, Acera Insurance_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of accountability and autonomy to...
-
Client Advisor, Commercial Insurance
7 months ago
Calgary, Canada Acera Insurance Services Ltd Full timeWe put our people first. As an employer of choice, Acera Insurance, _formerly Rogers Insurance,_ offers an outstanding workplace and employee culture that creates valuable opportunities for all employees._ - Our people are:_ - _ Encouraged to challenge the status quo and never stop learning in their commitment to excellence._ - _ Empowered with a sense of...