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Dedicated Client Service Advisor
BMO Financial Group
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Brookfield, United States
Location
Brookfield
Posted
June 22, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
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.
+ Ensures that tickets are resolved per clientβs expectations
+ May be able to apply interest adjustments based on limits.
+ Tracks collection of client service fees.
+ Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
+ Identifies process improvements to meet client needs more efficiently.
+ Provides input into the planning and implementation of operational programs.
+ Participates in audit and customer issues resolution
+ corrects issues or escalates per guidelines.
+ Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalati...
+ Ensures that tickets are resolved per clientβs expectations
+ May be able to apply interest adjustments based on limits.
+ Tracks collection of client service fees.
+ Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
+ Identifies process improvements to meet client needs more efficiently.
+ Provides input into the planning and implementation of operational programs.
+ Participates in audit and customer issues resolution
+ corrects issues or escalates per guidelines.
+ Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalati...