The Dedicated Client Service Advisor (DCSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end to end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requires strong self management, disciplined time management, and the ability to operate effectively in a high volume environment while maintaining accuracy, compliance, and service excellence.REQUIRED SKILLS AND EXPERIENCE3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service driven banking environment preferred.Bachelor's degree preferred (Business Administration, Finance, Marketing, or related discipline).Equivalent experience will be considered.Strong ownership, accountability,



and self managementProven time management skills with ability to handle high volumesClient first mindset with strong problem solving skillsProduct knowledge and regulatory awarenessData analysis and reporting capabilityDetail oriented with robust documentation disciplineEffective collaboration and communication skillsProficiency in Microsoft Office and banking platformsDetail-OrientedJob Duration: 6-month contract-to-permanent position.Job Type: HybridPay Range: $27.00/hrThis position is an existing vacancy. We are actively hiring to fill a need on the team and support the team's ongoing priorities and workload.*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

📌 Client Service Advisor (Montreal)
🏢 Insight Global
📍 Montreal