Client Services Advisor II

BMO U.S.

Client Services Advisor at BMO, providing operational support and resolving client issues. Engaging with clients to enhance service delivery and optimize satisfaction through feedback analysis.

Posted 5/1/2026full-timeTempe • Arizona, California • 🇺🇸 United StatesMid-LevelSenior💰 $54,000 - $99,600 per yearWebsite

About the role

Key responsibilities & impact

Provides daily operational service support and ensures the delivery of exceptional client experiences.
Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
Ensures that tickets are resolved per client’s expectations.
Tracks collection of client service fees.
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
Identifies process improvements to meet client needs more efficiently.
Provides input into the planning and implementation of operational programs.
Participates in audit and customer issue resolution, correcting issues or escalating per guidelines.
Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.

Requirements

What you’ll need

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

Benefits

Comp & perks

health insurance
tuition reimbursement
accident and life insurance
retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Data AnalysisReportingDocument ManagementProduct KnowledgeRegulatory Compliance

Soft Skills

Client Relationship ManagementProblem SolvingProcess ImprovementStrategic PlanningCustomer Service