Client Delivery Associate

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About the role

  • Client Delivery Associate providing personalized banking support and resolving complex service issues for BMO. Building trusted client relationships while improving service operations and ensuring regulatory compliance.

Responsibilities

  • Serve as a trusted point of contact for clients, delivering responsive, professional, and personalized service
  • Manage client requests, inquiries, investigations, and escalations through timely and effective resolution
  • Build client relationships by understanding needs and identifying opportunities to enhance the client experience
  • Analyze client feedback, service trends, and operational data to identify continuous improvement opportunities
  • Leverage knowledge of BMO products and services to connect clients with suitable solutions and resources
  • Collaborate with internal partners to resolve issues, improve processes, and deliver exceptional client outcomes
  • Contribute ideas supporting product, service, and operational enhancements
  • Ensure client interactions, documentation, and processes comply with regulatory requirements, internal policies, and risk management standards
  • Demonstrate sound judgment and initiative while balancing client needs with risk management principles

Requirements

  • 2-3 years of experience in client service, relationship management, financial services, banking operations, or a related field
  • Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline preferred
  • Equivalent experience will also be considered
  • Experience working in a client-facing or service-oriented environment
  • Exceptional client service and relationship-building skills
  • Strong analytical and problem-solving abilities
  • Ability to manage multiple priorities while maintaining accuracy and attention to detail
  • Effective verbal and written communication skills
  • Strong collaboration and teamwork capabilities
  • Working knowledge of Microsoft Office applications, particularly Excel, PowerPoint, and Outlook
  • Understanding of banking products, financial services, and regulatory requirements is an asset
  • Passion for delivering outstanding client experiences
  • Strong attention to detail and organizational skills
  • Confidence navigating complex situations and resolving issues effectively
  • Curiosity and a continuous improvement mindset
  • Ability to build trust and collaborate with diverse stakeholders
  • Sound judgment and commitment to risk-aware decision-making

Benefits

  • Performance-based incentives
  • Discretionary bonuses
  • Health insurance
  • Tuition reimbursement
  • Accident and life insurance
  • Retirement savings plans
  • In-depth training and coaching
  • Manager support
  • Network-building opportunities
  • Tools and resources to reach new milestones
  • Inclusive, equitable and accessible workplace
  • Accommodations available on request

Job title

Job type

Full Time

Experience level

JuniorMid level

Salary

CA$37,000 - CA$70,000 per year

Degree requirement

No Education Requirement

Location requirements

OnsiteLondonCanada

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