BMO U.S.

Client Service Advisor

BMO U.S.

full-time

Posted on:

Location Type: Office

Location: Chicago • Illinois • Wisconsin • United States

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Salary

💰 $54,000 - $99,600 per year

About the role

  • Provides daily operational service support and ensures the delivery of exceptional client experiences
  • Resolves client problems in a prompt and effective manner
  • Tracks collection of client service fees
  • Analyses client feedback, market trends, and competitive intelligence to provide actionable insights
  • Identifies process improvements to meet client needs more efficiently
  • Implements high-impact service strategies that align with client business objectives
  • Presents strategic reports to management
  • Engages with clients to understand and diagnose service needs
  • Ensures all client interactions comply with bank policies, regulatory requirements, and internal controls

Requirements

  • 3 – 5 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment
  • Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred
  • Specialized knowledge from education and/or business experience
  • Intermediate level of proficiency: Product Knowledge, Regulatory Compliance, Data Analysis, Reporting, Document Management, Microsoft Office, Problem-Solving, Collaboration, Detail-Oriented, Teamwork
Benefits
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Data AnalysisReportingDocument ManagementProduct KnowledgeRegulatory Compliance
Soft Skills
Problem-SolvingCollaborationDetail-OrientedTeamwork