Client Services Advisor Ii

BMO

Tempe, AZ, US
Base: $54,000.00 - $99,600.00; bonus/equity: may i...
Hybrid (4 days a week in office)
3-5 years client relationship experience
Banking or financial services background
Regulatory compliance knowledge
BMO is seeking a Client Services Advisor II for a hybrid role in Tempe, AZ, or City of Industry, CA, focused on delivering exceptional client service and operational support. The ideal candidate should have 3-5 years of experience in client relationship management within the financial services sector and possess strong analytical and problem-solving skills

Job Summary

  • The role provides daily operational service support to ensure exceptional client experiences in a hybrid work model.
  • Candidates will analyze client feedback and market trends to provide actionable insights for strategic planning.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Match Score: 85

BMO is seeking a Client Services Advisor II for a hybrid role in Tempe, AZ, or City of Industry, CA, focused on delivering exceptional client service and operational support. The ideal candidate should have 3-5 years of experience in client relationship management within the financial services sector and possess strong analytical and problem-solving skills.

Salary

Base: $54,000.00 - $99,600.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • 3-5 years client relationship experience
  • Banking or financial services background
  • Regulatory compliance knowledge
  • Data analysis and reporting skills
  • Microsoft Office proficiency

Nice-to-have

  • Creative problem-solving abilities
  • Strategic planning input
  • Process improvement mindset
  • Strong collaboration skills
  • Detail-oriented approach

Key Requirements

  • Bachelor's degree preferred
  • 3-5 years relevant experience
  • Intermediate proficiency in product knowledge
  • Understanding of regulatory compliance

Work Rights

Not specified

Tailored Resume

Cover Letter