Bilingual Senior Service Representative supporting BMO’s lending operations and loan servicing. Processing transactions, documentation, reports, and stakeholder requests for banking clients.
About the role
- Client Experience Specialist handling high-net-worth client relationships within a financial services team. Managing proactive client support and collaboration with investment advisors to ensure top-tier service.
Responsibilities
- Build something people love
- Be a part of our Canadian success story and help shape the financial future of millions.
- As a specialist, you are the single point of contact for our wealth management clients. You don't just “answer tickets”: you manage relationships.
- You will act as a bridge between the client and our various internal teams, ensuring our high-net-worth members feel they have a personal advocate within the company.
- You will be the strategic partner to our investment advisors to ensure our clients receive a world-class experience.
Requirements
- Elite client service experience: 2–4 years in a high-level relationship management role. This can come from private wealth management, luxury hospitality, or a Customer Success role managing a book of business.
- Financial markets literacy: A strong understanding of investment products, market trends, and account types (registered, non-registered, corporate). You can discuss portfolios with a high-net-worth client without sounding scripted.
- Case management excellence: Experience managing a personal “queue” of long-running requests. Comfortable advancing a request from “In Progress” to “Resolved” over multiple days while providing consistent updates.
- Omnichannel professionalism: Proficiency in phone, video, and written communication. Able to move from a friendly courtesy call to a detailed email explaining a complex transfer document.
- Collaborative DNA: Experience working with internal stakeholders (such as sales or compliance) to resolve client issues behind the scenes.
Benefits
- 🌸 Top-tier health benefits and life insurance
- 📈 Long-term group savings with employer match using our Wealthsimple for Business platform
- 🌴 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
- ✈️ 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
- 👥 A wide variety of peer and company-led Employee Resource Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)
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