Dedicated Commercial Client Service Advisor

BMO

Unknown, Unknown, Canada
Base: $45,500.00 - $84,500.00; bonus/equity: may i...
3-5 years relevant client service experience
Strong self-management and time management skills
Ability to handle high-volume service environments
The Dedicated Client Service Advisor serves as the single point of contact for an assigned portfolio of commercial clients, delivering end-to-end operational servicing

Job Summary

  • The Dedicated Client Service Advisor serves as the single point of contact for an assigned portfolio of commercial clients, delivering end-to-end operational servicing.
  • Success requires strong self-management and the ability to operate effectively in a high-volume environment while maintaining accuracy and compliance.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The Dedicated Client Service Advisor serves as the single point of contact for an assigned portfolio of commercial clients, delivering end-to-end operational servicing.

Salary

Base: $45,500.00 - $84,500.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 3-5 years relevant client service experience
  • Strong self-management and time management skills
  • Ability to handle high-volume service environments
  • Knowledge of banking policies and regulatory compliance
  • Proficiency in Microsoft Office and banking platforms

Nice-to-have

  • Client-first mindset with problem-solving skills
  • Data analysis and reporting capability
  • Proactive process improvement identification
  • Creative solution proposal abilities
  • Effective collaboration with sales teams

Key Requirements

  • Bachelor's degree preferred or equivalent experience
  • 3-5 years experience in Client Service or Financial Services
  • Detail-oriented with strong documentation discipline

Work Rights

Not specified

Tailored Resume

Cover Letter