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Client Service Associate
2 months ago
We are seeking a highly skilled Client Service Associate to join our team at BMO Financial Group. As a key member of our Commercial Sales and Service team, you will be responsible for providing exceptional operational support to grow our market share and maximize profitability of client relationships.
Key Responsibilities- Provide daily operational service support to clients, ensuring prompt and effective problem resolution and identifying enhancement opportunities.
- Coordinate and execute specific activities for the implementation of strategic initiatives, including tracking metrics and milestones.
- Gather and format data into regular and ad-hoc reports and dashboards.
- Explore and identify enhancements and cross-sell opportunities and bring these opportunities to the appropriate line of business contact.
- Actively listen to clients' concerns and diagnose clients' service needs.
- Facilitate timely client problem-resolution, engaging cross-functional representatives or groups as appropriate.
- Respond to client concerns in a professional manner to convey ownership, competence, and respect for the client relationship.
- Accurately document client requests using the group's tracking systems.
- Facilitate action to close gaps between client expectations and client experiences in the performance of the Bank and its products.
- Apply consistent and timely follow-ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.
- Serve as an advocate for individual clients and escalate issues as necessary to facilitate the timely resolution of service problems.
- Support the development of tailored messaging, which may include writing, editing, and distributing communications.
- Track collection of client service fees.
- Collaborate with internal and external stakeholders to deliver on business objectives.
- Execute work to deliver timely, accurate, and efficient service.
- Complete complex and diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyze issues and determine next steps.
- Typically between 2-3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Specialized knowledge.
- Verbal and written communication skills - Good.
- Organization skills - Good.
- Collaboration and team skills - Good.
- Analytical and problem-solving skills - Good.
BMO Financial Group offers a competitive salary range of $35,700.00 - $66,100.00, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
We are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.