Posted 2 days ago
Client Delivery Associate
@ Bank of Montreal
Overview
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.
Responsibilities:
- 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
Requirements summary:
- 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
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · phenom
- Employer posting date
- 2026-11-04
- First seen by our source
- 2026-11-01
- Source record updated
- 2026-11-05
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Mid level |
| Department | Customer service |
| Experience | 2+ years |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (preferred) |
| Fields of study | Business Administration, Finance, Marketing |
| Perks mentioned | Retirement plan, Tuition support, Performance bonus |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Bank of Montreal
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Full company description
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.
- LinkedIn followers
- 529,147
- People associated on LinkedIn
- 59,168
- Reported office locations
- First Canadian Place, 100 King Street, Toronto, ON M5X 1A1, CA
- 111 W Monroe St, Chicago, IL 60603, US
- Business categories
- Wealth Management
- Finance
- Banking
- Financial Services
- Crowdfunding
- Other recorded names
- Bank of Montreal
- BMO
- Specialties
- Personal Banking
- Commercial Banking
- Wealth Management
- Capital Markets
- and Asset Management
- Profile identifies a recruitment agency
- No
- Reported total investment
- 8,114,072,573
Currency and observation date were not supplied; this is not a current valuation or a funding round.
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…
| Field | Value |
|---|---|
| Industry | Financial Services |
| Company size | 10,001+ employees |
| Headquarters | Toronto, ON |
| Organization type | Public Company |
| Specialties | Personal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management |
| Open jobs on Jobsy | 963 |
| View page |
Application Deadline:
11/19/2026Address:
100 King Street WestJob Family Group:
Commercial Sales & ServiceProvides 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 - $80,000.00Pay Type:
SalariedThe 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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