💼 Full-Time Position

Dedicated Client Service Advisor

🏢
BMO Financial Group
📍 Brookfield, WI, United States
📍
Location
Brookfield, United States
📅
Posted
June 22, 2026
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

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 client’s 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...