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Client Delivery Associate

@ Bank of Montreal

Toronto, ON · Pickering, ON

2+ ans d’expérience
Postuler
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Bank of Montreal is hiring a Client Delivery Associate to provide daily operational service support and resolve client problems promptly. The work covers handling service requests and escalations, reporting, and compliance with bank policies. Pay is listed at $40,500 to $80,000 salaried, and the posting includes a deadline of 11/19/2026.

Responsabilités :

  • Resolve client service requests and escalations
  • Engage clients to diagnose needs and confirm resolutions
  • Publish regular and ad-hoc reports and dashboards
  • Ensure interactions comply with bank policy and regulation
  • Contribute client insights to new product development

Résumé des exigences :

  • 2 to 3 years in client relationship or financial services
  • Bachelor's degree in business, finance or marketing preferred
  • Knowledge of regulatory compliance and document management
  • Proficiency in Microsoft Office and data reporting
  • Strong problem-solving and attention to detail

Outils et compétences

Avantages mentionnés

Assurance maladieAssurance vieRégime de retraiteAide aux études
Source et dates

Site carrière / système de candidatures · phenom

Date publiée par l’employeur
2026-11-06
Première détection par notre source
2026-11-01
Mise à jour du dossier source
2026-11-07

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauIntermédiaire
DomaineService à la clientèle
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
FormationBaccalauréat (préféré)
Domaines d’étudesBusiness Administration, Finance, Marketing
Avantages mentionnésRégime de retraite, Aide aux études, Prime de rendement

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

Bank of Montreal

Profil d’entreprise sauvegardé

Renseignements historiques provenant d’un profil The Jobs API sauvegardé (champs LinkedIn/Crunchbase). Ils ne sont pas vérifiés en temps réel; les chiffres peuvent avoir changé. Les valeurs manquantes restent inconnues.

Description complète de l’entreprise

We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. ​ You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so you can build a meaningful career and thrive as a part of a winning culture.  ​ Sound like your kind of place? Then we should be co-workers.

Abonnés LinkedIn
529 147
Personnes associées sur LinkedIn
59 168
Bureaux déclarés
  • First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
  • 111 W Monroe St, Chicago, IL 60603, US
Catégories d’activité
  • Wealth Management
  • Finance
  • Banking
  • Financial Services
  • Crowdfunding
Autres noms enregistrés
  • Bank of Montreal
  • BMO
Spécialités
  • Personal Banking
  • Commercial Banking
  • Wealth Management
  • Capital Markets
  • and Asset Management
Le profil indique une agence de recrutement
Non
Investissement total déclaré
8 114 072 573

La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.

We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities. This is a team that's committed to helping you succeed – personally and professionally. Because at BMO, when you grow, we grow. ​ You know your worth and so do we. That’s why we offer the right mix of learning programs, on-the-job experiences, and opportunities to build personal and professional connections – so…

ChampValeur
SecteurFinancial Services
Taille10,001+ employees
Siège socialToronto, ON
Type d’organisationPublic Company
SpécialitésPersonal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management
Offres sur Jobsy945
LinkedInVoir la page
Description

Application Deadline:

11/19/2026

Address:

100 King Street West

Job Family Group:

Commercial Sales & Service

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.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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 or Marketing preferred. Any other related discipline or commensurate work experience considered.
  • Specialized knowledge.

Foundational level of proficiency:

  • Regulatory Compliance
  • Document Management
  • Problem-Solving
  • Collaboration

Intermediate level of proficiency:

  • Product Knowledge
  • Data Analysis Reporting
  • Microsoft Office
  • Detail-Oriented
  • Teamwork

Salary:

$40,500.00 - $80,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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