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Dedicated Client Service Advisor

BMO Financial Group

Brookfield, WI, United States Full-time June 29, 2026
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Vacancy 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...

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