Join BMO as a Client Services Associate, where you'll deliver professional service to clients and partners in the insurance sector. Engage in managing inquiries and fostering business growth.

This position calls for 2-3 years of experience, focusing on administrative support within the Wealth Sales & Service group. You will directly assist policyholders, distributors, and brokers while processing requests and resolving issues as they arise. Additionally, leverage your analytical skills to provide insightful recommendations for operational efficiency.

Key Responsibilities:
• Provide information on insurance products through various channels
• Process client requests per established procedures
• Analyze data to support business objectives and decision-making




• Recommend workflow improvements for enhanced efficiency
• Ensure compliance in all client communications

Requirements:
• Minimum 2-3 years of relevant client service experience
• Familiarity with insurance products and policies
• Proficient verbal and written communication skills
• Solid analytical and organizational abilities
• Capable of working collaboratively in a team environment

Leverage your client service expertise within a supportive framework at BMO, where your contributions truly matter.
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📌 BMO Insurance Client Services Role (Ontario)
🏢 Bank of Montreal
📍 Ontario