Operational service support, dashboard reporting, and client feedback analysis anchor this BMO position focused on effective banking service delivery.
The Client Delivery Associate completes complex service tasks, analyzes issues, and determines next steps within established limits. You handle escalations, publish reports, and use client feedback to identify gaps. The position requires product knowledge, documentation discipline, and sound risk decisions.
Key Responsibilities: Complete complex and diverse client service tasks
Handle escalations from other employees when required
Analyze issues and determine appropriate next steps
Publish dashboards and regular or ad-hoc reports
Collect feedback to optimize client satisfaction
Requirements: Two to three years of relevant experience preferred
Experience in financial services or service excellence preferred
Bachelor’s degree or commensurate work experience considered
Foundational regulatory compliance and document management skills
Intermediate reporting, Microsoft Office, and product knowledge
Use reporting, analysis, compliance, and client operations skills to strengthen service delivery and resolution at BMO.