Client Service Advisor

1 month 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

    1 week 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...

  • Client Service Advisor

    3 weeks ago

    Montréal, Canada CGI Full time

    **Client Service Advisor - Credit**: **Category**: Administration **Main location**: Canada, Quebec, Montréal **Position ID**: J1222-2541 **Employment Type**: Full Time **Position Description**: - CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are proud of our...

  • Client Services Payroll Advisor

    1 month ago

    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...

  • Client Advisor

    1 month ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **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 relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    2 months ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** **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 relationships. If you have the self-motivation to deliver exceptional customer service...

  • Client Advisor

    2 months ago

    Montréal, Canada Royal Bank of Canada Full time

    **Job Summary** 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 relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Client Services Payroll Advisor

    3 weeks ago

    Montréal, Canada CGI Full time

    **Client Services Payroll Advisor - Major Accounts**: **Category**: Administration **Main location**: Canada, Quebec, Montréal **Position ID**: J0123-2582 **Employment Type**: Full Time **Position Description**: - CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are...

  • Client Services Payroll Advisor

    3 weeks ago

    Montréal, Canada CGI Full time

    **Client Services Payroll Advisor - Major Accounts**: **Category**: Administration **Main location**: Canada, Quebec, Montréal **Position ID**: J1022-1929 **Employment Type**: Full Time **Position Description**: - CGI - Payroll Services Centre (PSC) offers all-in-one cloud-based solution that simplifies Payroll and Human Capital Management. We are...

  • Client Services Representative

    7 days ago

    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 provide extensive training for the first 3 weeks on the job to get you settled. **How you’ll Make an Impact**: Advisor Service Centre Team - Provide exceptional customer service experience to investment advisors,...

  • Client Services Representative

    1 month ago

    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...

  • Client Services Representative

    1 week ago

    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...

  • Client Services Representative

    1 month ago

    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...

  • Client Advisor Full Time Ogilvy

    2 weeks ago

    Montréal, Canada Tiffany & Co Full time

    POSITION **Overview**: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue Box. It is a Symbol of Excellence. For 175 years, Tiffany has created a legacy of exquisite designs and romantic ideals. Tiffany & Co.'s rich heritage of celebrated artists, historic milestones and magnificent jewelry creates the foundation from which our...

  • Client Advisor Full Time Ogilvy

    2 weeks ago

    Montréal, Canada Tiffany & Co Full time

    Company: Tiffany & Co - Country / Region : Canada, QC - City : Montreal - Business group: Watches & Jewellery - Contract type: Permanent Job - Function: Retail - Experience required: Minimum 3 years - Reference No.: 56297 - Date of publication: 2023.02.10 POSITION **Overview**: Tiffany & Co... the name instills images of Beauty, Romance and the iconic Blue...

  • Client Services Payroll Advisor

    2 months ago

    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...

  • Client Services Payroll Advisor

    1 month ago

    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...

  • Client Services Payroll Advisor

    4 days ago

    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...

  • Bilingual Client Services Representative

    3 weeks ago

    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...

  • Bilingual Payoutannuity Client Service

    2 months ago

    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...

  • Client Advisor, Tiffany Contact Centre, Montréal

    1 month ago

    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...