Team: Client Services Capital Markets team
Pay rate: $ 25-$27/hour
Start Date / Interview Timeline: ASAP
Location & Hours Hours: 8:00am-5pm PST M-F
Role Overview The TPS Client Services – Non‑Dedicated Service Advisor supports Capital Markets and Bank without Borders (BwB) clients across BMO’s Treasury & Payment Solutions platform. This role provides specialized servicing for institutional, cross‑border, and complex client structures, addressing treasury, payments, and operational inquiries while coordinating across internal Capital Markets, Treasury, Operations, and Technology teams.
Operating in a pooled (non‑dedicated) coverage model, the advisor manages inbound requests from multiple Capital Markets and BwB clients, ensuring timely issue resolution, risk awareness, and seamless execution across domestic and international payment flows.
Key Responsibilities Capital Markets & BwB Client Servicing
Serve as a primary servicing contact for Capital Markets and Bank without Borders clients, supporting treasury and payments‑related inquiries
Address complex servicing needs tied to institutional client structures, cross‑border activity, and time‑sensitive payment flows
Support clients transacting across multiple legal entities, currencies, and geographies, ensuring accurate execution and controls
Treasury & Payments Support (Capital Markets Focus)
Provide operational and functional support across TPS products, including:
High‑value payments (wires, RTP, time‑critical transactions)
ACH and global payments
Cash positioning, reporting, and intraday liquidity inquiries




Online treasury and entitlement platforms
Support Capital Markets clients with:
Funding and settlement‑related payment inquiries
Cut‑off times and payment timing aligned to trading, clearing, or settlement windows
File‑based payment processing and reporting needs
Bank without Borders (Cross‑Border) Support Support BwB clients with:
Cross‑currency and cross‑border payment inquiries
Coordination across regional teams and time zones
Navigation of differing operational requirements and payment conventions
Partner with internal teams to resolve issues impacting international payments, FX‑related settlement processes, or non‑standard client setups
Issue Resolution, Escalation & Risk Awareness Investigate and resolve payment exceptions, rejects, account servicing issues, and platform access requests
Escalate high‑risk, time‑sensitive, or market‑impacting issues in accordance with TPS and Capital Markets servicing protocols
Demonstrate strong risk awareness, particularly for high‑value payments, regulatory considerations, and cross‑border activity
Internal Coordination & Stakeholder Management Partner closely with:
Capital Markets Operations and Settlement teams
Treasury Product and Payments Operations
Technology, Risk,



and Compliance partners
Facilitate clear communication between client‑facing teams and internal stakeholders to resolve complex servicing issues efficiently
Ensure all servicing activity aligns with BMO’s policies, controls, and regulatory requirements
Maintain accurate case documentation and audit trails
Identify recurring Capital Markets or BwB client pain points and contribute to process improvements or servicing enhancements
Required Qualifications 2+ years of experience in Treasury Services, Payments, Cash Management, or Capital Markets operations within a financial institution
Strong understanding of high‑value payments, cash management, and treasury servicing workflows
Experience supporting complex, institutional, or cross‑border clients
Comfort operating in a non‑dedicated / pooled servicing model
Strong communication, problem‑solving, and escalation skills
Preferred Qualifications Prior experience supporting Capital Markets, Institutional, or Bank without Borders clients
Exposure to cross‑border payments, FX‑related settlement, or international treasury structures
Familiarity with treasury service platforms, entitlement tools, or case management systems
Knowledge of operational risk and controls in a high‑value payments environment
Strong risk and control awareness
Transparent and confident communication with internal and external stakeholders
Detail‑oriented with the ability to see upstream and downstream impacts of treasury activity

#J-18808-Ljbffr

📌 Client Service Advisor (Alberta)
🏢 Calculated Hire
📍 Alberta