Client Services Associate at BMO (Ontario)

Client Services Associate at BMO (Ontario)

15 Aug
|
Bank of Montreal
|
Ontario

15 Aug

Bank of Montreal

Ontario

Elevate your career with BMO as a Client Services Associate, providing expert support for insurance inquiries through various communication channels. Ensure smooth operations while fostering valuable business relationships.

This role requires 2-3 years of relevant experience and a post-secondary degree, focusing on exceptional service delivery for policyholders and partners. Key responsibilities include managing client inquiries, analyzing data, and supporting policy administration for BMO Life Assurance products. You'll collaborate with internal and external stakeholders to meet business objectives and implement process improvements.

Key Responsibilities:
• Answer inquiries with accurate insurance product information
• Process client service and administrative requests efficiently




• Collaborate to deliver on business goals and insight recommendations
• Support change management and develop training tools
• Maintain precise client records across all systems

Requirements:
• 2-3 years of relevant experience in client services
• Knowledge of insurance products and policy contracts
• Strong verbal and written communication skills
• Excellent analytical and problem-solving capabilities
• Positive organizational and teamwork skills

Utilize your expertise in customer service, policy management, and analysis as a vital member of BMO's dedicated team.
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📌 Client Services Associate at BMO (Ontario)
🏢 Bank of Montreal
📍 Ontario

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