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⏰ Full-time

Dedicated Client Service Advisor

BMO Financial Group
Location πŸ“ Brookfield, United States
Posted πŸ“… June 22, 2026
Work Type ⏰ Full-time

Position Overview

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
+ May be able to apply interest adjustments based on limits.
+ 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 issues resolution
+ corrects issues or escalates per guidelines.
+ Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalati...

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Job Details

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Employment Type
Full-time
πŸ“Š
Category
other-general
🏠
Work Arrangement
On-site
πŸ“
Location
Brookfield, United States