Client Service Associate scheduling nurses’ and home support workers’ visits for VON Canada, a nonprofit home and community care provider. Managing referrals, staffing adjustments, and client communications.
About the role
- Client Services Officer supporting commercial banking clients at BMO. Resolving service issues, identifying cross-sell opportunities, and coordinating operational initiatives.
Responsibilities
- Provides daily operational client service support to grow the Bank’s market share and maximize profitability of client relationships
- Resolves client problems promptly and effectively, identifying and closing or referring enhancement and cross-sell opportunities
- Meets client service needs through a pooled call center environment or dedicated one-on-one relationships with sensitive, complex, and/or top-tier clients
- Coordinates and executes activities for strategic initiatives, tracking metrics and milestones
- Collaborates with internal and external stakeholders to deliver business objectives
- Gathers and formats data into regular and ad-hoc reports and dashboards
- Documents client requests accurately using tracking systems
- Supports change management execution and sustainment activities
- Develops tailored messaging, including writing, editing, and distributing communications
- Provides information about product and service capabilities or directs clients to appropriate sources
- Tracks collection of client service fees
- Listens to client concerns, diagnoses service needs, and facilitates problem resolution
- Escalates service problems and advocates for individual clients
- Analyzes issues, determines next steps, and completes complex and diverse tasks within established rules and limits
- Applies BMO’s Risk Management Framework and makes risk-informed decisions aligned with business strategy, policies, laws, and regulations
Requirements
- Typically 2–3 years of relevant experience
- Post-secondary degree in a related field desirable, or an equivalent combination of education and experience
- Strong oral and written communication skills
- Ability to work in a fast-paced environment while handling multiple tasks and priorities concurrently
- Bilingual capability is a plus
- In-depth knowledge of BMO banking products
- In-depth knowledge of customer escalation processes and practices
- Specialized knowledge
- Good verbal and written communication skills
- Good organizational skills
- Good collaboration and teamwork skills
- Good analytical and problem-solving skills
- Ability to apply BMO’s Risk Management Framework and comply with applicable policies, laws, and regulations
Benefits
- 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
- Accommodations available on request during the selection process
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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