Client service delivery and problem-solving define this BMO prospect, supporting daily operations and exceptional experiences through effective issue resolution.

The Client Delivery Associate handles client service needs within a banking environment. This work includes transactional requests, escalations, investigations, reporting, product guidance, and client feedback analysis. It also supports compliant documentation and risk-informed decisions.

Key Responsibilities:

- Handle transactional requests, escalations, and service investigations
- Assess client needs and evaluate issue resolution effectiveness
- Publish regular and ad-hoc reports and dashboards
- Direct clients toward relevant products and service resources




- Analyze feedback and identify service performance gaps

Requirements:

- Two to three years of relevant experience preferred
- Client relationship, financial services, or service excellence experience
- Bachelor’s degree preferred in business, finance, or marketing
- Foundational regulatory compliance and problem-solving proficiency
- Intermediate product knowledge, reporting, and Microsoft Office proficiency

Bring client service, reporting, product knowledge, and problem-solving capabilities to BMO’s operational delivery and resolution work.

📌 Client Service Delivery Associate (Pickering)
🏢 BMO
📍 Pickering