BMO Financial Group

Banking

ClientDeliveryAssociate

$39–71k Toronto, Ontario, Canada FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Client Delivery Associate at BMO Financial Group. Skills: Client Delivery, Service Support, Problem Solving. Provides daily operational service support. Ensures delivery of exceptional client experiences”

What You'll Achieve.

Ensures the delivery of exceptional client experiences; Enhance operational performance; Optimize client satisfaction

Industry & Context.

Banking
Problems you'll solve

Problem-Solving; Analyzes issues and determines next steps

Eligibility Requirements

On-site role at First Canadian Place (Toronto)

What They're Looking For.

Must Have

2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment, Bachelor’s degree Business Administration, Finance or Marketing, Regulatory Compliance, Document Management, Problem-Solving, Collaboration

Nice to Have

Any other related discipline or commensurate work experience considered, Product Knowledge, Data Analysis Reporting, Microsoft Office, Detail-Oriented, Teamwork

What You'll Do.

Provides daily operational service support

Ensures delivery of exceptional client experiences

Resolves client problems

Handles transactional requests

Investigates service needs

Assesses effectiveness of issue resolutions

Publishes reports and dashboard

Directs clients to relevant resources

Contributes to development of new products

Understands and diagnoses service needs

Responds to client service requests

Facilitates resolution of client service requests

Collects and analyzes client feedback

Ensures compliance with bank policies

Completes complex tasks

How You'll Work.

Team & Collaboration

On-site role within a team specializing in understanding AML risk; Collaboration

Full Job Description

Application Deadline: 06/04/2026 Address: 100 King Street West Job Family Group: Commercial Sales & Service On-site role at First Canadian Place (Toronto) within a team specializing in understanding AML risk within the Commercial Bank portfolio. 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. * Handles transactional requests, escalations and investigation of all types of service needs for clients. * Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions. * Publishes regular and ad-hoc reports and dashboard * Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs. * Contributes to the development of new products or services based on insights gathered from client interactions and market analysis. * Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. * Responds to and facilitates the resolution of client service requests. * Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. * Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. **Qualifications:** * 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred. * Bachelor’s degree preferred; Business Administration, Finance

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