Enhance client experiences as a Dedicated Client Service Advisor at BMO Financial Group. Manage operational servicing while ensuring accuracy and high standards in a dynamic environment.
BMO Financial Group is seeking a Dedicated Client Service Advisor to oversee a portfolio of commercial clients. This role requires 3-5 years of experience in client service or relationship management, emphasizing solid problem-solving abilities and self-management. You will ensure operational excellence, address client inquiries, and engage in process improvements to enhance service delivery.
Key Responsibilities:
• Manage daily operational servicing for assigned client portfolio
• Resolve client requests promptly and professionally
• Identify and recommend service process improvements




• Collaborate with internal teams to meet client needs
• Ensure compliance with bank policies and regulations
Requirements:
• 3-5 years in client service or financial services
• Bachelor’s degree preferred or equivalent experience
• Strong time management and problem-solving skills
• Attention to detail and documentation discipline
• Proficiency in Microsoft Office and banking platforms
Utilize your client service skills at BMO Financial Group and drive exceptional experiences for commercial clients.
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📌 Client Service Advisor at BMO Financial Group (Burnaby)
🏢 Bank of Montreal
📍 Burnaby