BMO institutional client service associate coordinating onboarding, reporting, and account operations. Supporting investment clients and Institutional Sales across financial - services teams.
BS
Client Services Consultant – Training & Implementation
Posted 2 weeks ago
About the role
- Client Services Consultant leading legal software implementations, upgrades, and training for BEC Legal Systems. Supporting clients, teammates, and product teams through scheduled support and knowledge sharing.
Responsibilities
- Own BEC's client training program, including curriculum design, onsite and web-based delivery, and recorded or self-serve training assets
- Lead complex implementations and upgrades of BEC's products from initial configuration through go-live
- Consult with clients to understand current business practices and recommend implementation best practices
- Educate clients on software configuration, application integrations, and data entry
- Partner with the Data & Integrations consultant on data mapping and validation
- Take scheduled support rotations, owning Level 1 triage, resolution, and SLA performance
- Escalate Level 2 issues and product defects using the defined escalation path
- Support clients during the post-go-live period, including reporting issues and enhancement requests
- Train and certify teammates on implementation and training delivery for priority products
- Contribute knowledge base articles from implementation and training experience
- Provide product use expertise to R&D and QA teams
- Assist with internal employee training when needed
- Collaborate with R&D, QA, and Sales
Requirements
- 5+ years in a customer-facing professional services role leading client onboarding, implementations, and training
- Hands-on experience with legal practice management, matter management, docketing, or document automation platforms as a user, trainer, or administrator
- Experience using generative AI tools such as Claude, ChatGPT, or Copilot to improve productivity, optimize workflows, or improve client communication
- Capability to excel in a data-driven, metrics-oriented environment and build metrics where they do not yet exist
- Excellent written and verbal communication skills, with strong listening skills and a genuine service orientation
- Comfortable working independently and remotely in a lean organization
- Ability to travel to the Cincinnati office, occasional client sites, and industry conferences as needed
Benefits
- Remote work arrangement
- Travel up to 10% to the Cincinnati office, occasional client sites, and industry conferences
- Scheduled weekly hours: 40
- Regular worker status
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
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