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 EXPERIENCE
3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service driven banking setting preferred.
Bachelor's degree preferred (Business Administration, Finance, Marketing, or related discipline).
Equivalent experience will be considered.
Robust ownership, accountability, and self management




Proven time management skills with ability to handle high volumes
Client first mindset with robust problem solving skills
Product knowledge and regulatory awareness
Data analysis and reporting capability
Detail oriented with strong documentation discipline
Effective collaboration and communication skills
Proficiency in Microsoft Office and banking platforms
Detail-Oriented

Job Duration: 6-month contract-to-permanent position.

Job Type: Hybrid

Pay Range: $27.00/hr

This 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 (Canada)
🏢 Insight Global
📍 Canada