Client Services Officer

1 month ago

Saskatoon, Canada BMO Financial Group Full time

101 2nd Ave N Saskatoon Saskatchewan,S7K 2A9

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 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.

**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**:
$35,700.00 - $66,100.00

**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 Services Officer

    5 months ago

    Saskatoon, Canada Saskatchewan Research Council Full time

    **Overview** The Saskatchewan Research Council (SRC) has openings for Client Services Officers to join the Client Services area in the Environmental Analytical Laboratories. **Accountabilities** - Communicate with clients regarding analytical testing requirements - Accurate transcription of data - Log samples and required analysis into the lab information...

  • Client Services Officer

    5 months ago

    Saskatoon, Canada BMO Financial Group Full time

    101 2nd Ave N Saskatoon Saskatchewan,S7K 2A9 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....

  • Client Services

    6 days ago

    Saskatoon, Canada The Global Gathering Place Full time

    Client Services is primarily accountable for creating a welcoming and professional environment for GGP. They will be the first point of contact for those engaging with GGP staff and our programs and/or services. They will provide individual assistance to clients coming to the front desk including conducting registrations, addressing immediate needs, and...

  • Client Services Officer

    2 weeks ago

    Saskatoon, Saskatchewan, Canada BMO Full time

    Job Summary:We are seeking a highly skilled Client Services Officer to join our team at BMO. As a key member of our Commercial Sales and Service team, you will be responsible for providing exceptional operational support to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide daily operational support to grow the Bank's market...

  • Client Services Lead

    3 weeks ago

    Saskatoon, Canada TCU Place Full time

    TCU Place is looking for dedicated and professional Client Services Lead to support the busy activity and personnel in our Box Office. Under the direction of the Client Services Sales Coordinator (Box Office Manager), the this position performs a variety of customer service duties, business support initiatives, and administrative duties. This is a Temporary...

  • Client Service Representative

    5 months ago

    Saskatoon, Canada Medicentres Canada Inc Full time

    Position Title: Client Services Representative  Job Type: Full-Time, Temporary (Until December 2024) Department: Occupational Health Job Location: Saskatoon Medicentres Clinic Reports to: Business Operations Manager Date Last Updated: June 2024 JOB PURPOSE : Based out of the centralized Call Centre in the Saskatoon Office, or as Reception...

  • Client Service Associate

    5 months ago

    Saskatoon, Canada MD Financial Management Full time

    Requisition ID: 200349 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. MD Management Limited, a division of Scotia Wealth Management, has an exciting opportunity for a talented, enthusiastic, and client-focused Client Service Associate to join our team. As a Client Service Associate, you will be...

  • Client Services Specialist

    5 months ago

    Saskatoon, Canada Cawkwell Group - REMAX Saskatoon Full time

    **About Us**: Our Mission: Making the world a better place through honesty, integrity, commitment, innovation, growth & exemplary customer service in Farmland Real Estate. The Cawkwell Group are the top agriculture and farmland real estate specialists in Saskatchewan. In fact, Ted Cawkwell has consistently been named the #1 RE/MAX farm realtor in the...

  • Client Services Specialist

    5 months ago

    Saskatoon, Canada Cawkwell Group - REMAX Saskatoon Full time

    **About Us**: Our Mission: Making the world a better place through honesty, integrity, commitment, innovation, growth & exemplary customer service in Farmland Real Estate. The Cawkwell Group are the top agriculture and farmland real estate specialists in Saskatchewan. In fact, Ted Cawkwell has consistently been named the #1 RE/MAX farm realtor in the...

  • Client Services Specialist

    5 months ago

    Saskatoon, Canada Cawkwell Group - REMAX Saskatoon Full time

    **About Us**: Our Mission: Making the world a better place through honesty, integrity, commitment, innovation, growth & exemplary customer service in Farmland Real Estate. The Cawkwell Group are the top agriculture and farmland real estate specialists in Saskatchewan. In fact, Ted Cawkwell has consistently been named the #1 RE/MAX farm realtor in the...

  • Client Service Representative

    7 days ago

    Saskatoon, Canada ZPMultisport Full time

    ZONE Physiotherapy is looking for a full-time client service representative/administrative assistant to join our team and provide clinical support for an expanding health care practice. We are located in dynamic multi-disciplinary facilities that include the following: allied health care services: orthopedic surgeons, family physicians, sports medicine...

  • Client Services Coordinator

    1 day ago

    Saskatoon, Saskatchewan, Canada Medicentres Canada Inc Full time

    Job Summary:As a Client Services Representative at Medicentres Canada Inc., you will play a vital role in ensuring the smooth operation of our clinics. Your primary responsibility will be to provide administrative support, including incoming and outgoing mail management, cheque deposit preparation, and various delivery/pick-up tasks.Main Responsibilities:*...

  • Client Services Representative

    1 month ago

    Saskatoon, Saskatchewan, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Client Services Officer to join our team at BMO. As a key member of our Commercial Sales & Service team, you will be responsible for providing exceptional operational support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesProvide daily operational service support to...

  • Client Services Representative

    1 month ago

    Saskatoon, Saskatchewan, Canada BMO Full time

    Job SummaryWe are seeking a highly skilled Client Services Officer to join our team at BMO. As a key member of our Commercial Sales & Service team, you will be responsible for providing exceptional operational support to grow our market share and maximize profitability of client relationships.Key ResponsibilitiesProvide daily operational service support to...

  • Client Services Attendant

    5 months ago

    Saskatoon, Canada TCU Place Full time

    TCU Place is looking for some dedicated and professional Client Services Attendants to support the busy activity in our Box Office. Under the direction of the Client Services Sales Coordinator, the Client Services Attendant performs a variety of customer service duties, and, as required, business services and administrative duties. This is a part-time...

  • Client Service Coordinator

    5 months ago

    Saskatoon, Canada Careica Health Full time

    **This is a Two-Year, Fixed-Term Position** CLIENT SERVICE COORDINATOR: A CAREER FOR THOSE BLESSED WITH THE GIFT OF ORGANIZATION! Are you interested in making a difference in the field of healthcare? Would it give you satisfaction to be part of a team that contributes to improving the health and well-being of others? If you enjoy providing enthusiastic...

  • Client Services Manager

    2 months ago

    Saskatoon, Canada S.O. Asher Consultants Ltd. Full time

    **About S.O. Asher Consultants**: S.O. Asher Consultants is a professional services firm that specializes in the strategy, development, and management of charitable lotteries for established and impactful charities. With over 45 years of industry leadership, we have delivered over 450 successful lotteries across Canada, the United States, and Australia,...

  • Client Services Coordinator

    5 months ago

    Saskatoon, Canada S.O. Asher Consultants Ltd. Full time

    Responsibilities: - Support Client Services Managers with aspects of lottery program delivery - Support Client Service Managers with client correspondence, including presentations, recommendations, reports, and approvals - Collaborate with internal teams and external stakeholders to achieve lottery objectives - Prepare and review lottery operational...

  • Senior Client Services Administrator

    19 hours ago

    Saskatoon, Canada VersaBank Full time

    VersaBank is an inclusive, entrepreneurial, Schedule 1 Chartered Bank with over $4.3 billion in assets and growing. As Canada’s most innovative bank, VersaBank operates as a branchless financial institution that obtains its deposits and provides most of its loans and leases electronically, with innovative deposit and lending solutions for financial...

  • Client Service Representative

    3 weeks ago

    Saskatoon, Saskatchewan, Canada Medicentres Canada Inc Full time

    Job Title: Client Service RepresentativeJob Summary:We are seeking a highly organized and detail-oriented Client Service Representative to join our team at Medicentres Canada Inc. As a Client Service Representative, you will be responsible for providing administrative support throughout the clinic, including incoming and outgoing mail management, cheque...