Client Service Advisor

Join to apply for the Client Service Advisor role at BMO

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.

Responsibilities

• Handles transactional requests, escalations and investigation of all types of service needs for clients.
• Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
• Publishes regular and ad-hoc reports and dashboard.
• Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
• Contributes to the development of new products or services based on insights gathered from client interactions and market analys...