Client Service Advisor

BMO U.S.

TPS Client Service Advisor supporting commercial banking clients for BMO. Resolving service issues, analyzing feedback, improving operations, and presenting client insights to management.

Posted 8/11/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$43,200 - CA$80,300 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, financial services, and service excellence, with a strong focus on regulatory compliance, data analysis, and strategic reporting. Capable of implementing service strategies that align with client objectives while ensuring adherence to bank policies and risk management frameworks.

Highest-signal resume keywords

Client Relationship ManagementRegulatory ComplianceData AnalysisStrategic ReportingProblem-Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data AnalysisRegulatory ComplianceDocument ManagementProduct KnowledgeReporting

Soft Skills

Problem-Solving SkillsCollaboration SkillsDetail-Oriented ApproachTeamwork Skills

Tools & Technologies

Microsoft Office

Industry Keywords

Client ExperienceFinancial ServicesService ExcellenceOperational SupportRisk Management Framework

About the role

Key responsibilities & impact

Provide daily operational service support and exceptional client experiences
Resolve client problems, tickets, and service requests promptly and effectively
Identify, address, or refer enhancement opportunities during client interactions
Apply interest adjustments within authorized limits and track client service fee collection
Analyze client feedback, market trends, and competitive intelligence for strategic planning
Identify process improvements and provide input into operational program planning and implementation
Participate in audits and client issue resolution; address irregularities and drive corrective actions
Implement service strategies aligned with client business objectives
Present strategic reports to management on client trends, opportunities, risks, and recommendations
Engage with clients to diagnose service needs and resolve concerns
Ensure interactions, documentation, and resolutions comply with bank policies, regulations, and internal controls
Make risk-informed decisions within BMO’s Risk Management Framework and approved Risk Appetite
Work mostly independently and take on broader accountabilities as needed

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 preferred
Bachelor’s degree preferred; Business Administration, Finance, or Marketing preferred
Related discipline or commensurate work experience considered
Specialized knowledge from education and/or business experience
Intermediate proficiency in product knowledge
Intermediate proficiency in regulatory compliance
Intermediate proficiency in data analysis
Intermediate proficiency in reporting
Intermediate proficiency in document management
Intermediate proficiency in Microsoft Office
Problem-solving skills
Collaboration skills
Detail-oriented approach
Teamwork skills
Ability to apply sound, risk-informed judgment within policies, procedures, laws, and regulations

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Accommodations available on request during the selection process