Client Service Advisor

4 days ago

Montreal administrative region, Canada BMO Full time

Client Service Advisor Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. Ensures that tickets are resolved per client’s expectations. May apply interest adjustments based on limits. Tracks collection of client service fees. Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning. Identifies process improvements to meet client needs more efficiently. Provides input into the planning and implementation of operational programs. Participates in audit and customer issues resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. Implements high‑impact service strategies that align with client business objectives, ensuring exceptional value and service delivery. Presents strategic reports to management, outlining key client trends, opportunities, and potential risks with recommendations for growth and improvement. Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. Responds to and facilitates the resolution of client service requests. Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. Focus may be on a business/group. Thinks creatively and proposes new solutions. Exercises judgment to identify, diagnose, and solve problems within given rules. Works mostly independently. Broader work or accountabilities may be assigned as needed. Qualifications 3 to 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment. Bachelor’s degree preferred in Business Administration, Finance or Marketing; other related discipline or commensurate work experience considered. Specialized knowledge from education and/or business experience. Intermediate Level of Proficiency Product Knowledge Regulatory Compliance Data Analysis Reporting Document Management Microsoft Office Problem‑Solving Collaboration Detail‑Oriented Teamwork Salary $45,500.00 - $84,500.00 Pay Type Salaried Benefits BMO offers health insurance, tuition reimbursement, accident and life insurance, retirement savings plans, and other perks. For more details, visit About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. We innovate, collaborate, and empower our people to make a lasting positive impact on customers, communities, and our organization. #J-18808-Ljbffr

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