Client Service Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Deliver daily operational support and ensure exceptional experiences for clients.

• Promptly and effectively address client issues, tickets, and service requests.

• Recognize, tackle, or refer opportunities for enhancements during client engagements.

• Execute interest adjustments within approved limits and monitor the collection of client service fees.

• Assess client feedback, market dynamics, and competitive insights for strategic planning.

• Detect process improvements and contribute to the planning and implementation of operational programs.

• Engage in audits and resolve client issues; identify discrepancies and initiate corrective measures.

• Implement service strategies that align with client business goals.

• Present strategic reports to management regarding client trends, opportunities, risks, and recommendations.

• Interact with clients to identify service needs and resolve any concerns.

• Ensure that all interactions, documentation, and resolutions adhere to bank policies, regulations, and internal controls.

• Make informed decisions based on BMO’s Risk Management Framework and accepted Risk Appetite.

• Operate primarily independently and assume broader responsibilities as required.

⛳️ Requirements

• 3–5 years of relevant experience in Client Relationship, Financial Services, or Service Excellence within a corporate or banking setting is preferred.

• A Bachelor’s degree is preferred; fields such as Business Administration, Finance, or Marketing are favored.

• Related academic discipline or equivalent work experience will be considered.

• Specialized knowledge gained from education and/or professional experience.

• Intermediate proficiency in product knowledge.

• Intermediate proficiency in regulatory compliance.

• Intermediate proficiency in data analysis.

• Intermediate proficiency in reporting.

• Intermediate proficiency in document management.

• Intermediate proficiency in Microsoft Office.

• Strong problem-solving abilities.

• Effective collaboration skills.

• Attention to detail.

• Strong teamwork capabilities.

• Ability to exercise sound, risk-informed judgment in accordance with policies, procedures, laws, and regulations.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.