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Client Delivery Associate

@ Bank of Montreal

London, ON · Waterloo, ON

2+ years experience
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SIGNALS

Overview

Bank of Montreal is hiring a Client Delivery Associate to serve as a trusted point of contact for clients, resolving requests, inquiries and escalations. The role involves relationship building, analysing service trends and connecting clients to BMO products. Salary is $37,000 to $70,000 per year, salaried.

Responsibilities:

  • Serve as trusted point of contact for clients
  • Manage client requests, inquiries and escalations
  • Build client relationships and identify service opportunities
  • Analyze feedback and service trends for improvements

Requirements summary:

  • 2-3 years in client service or financial services
  • Bachelor's degree in business preferred
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office, particularly Excel

Tools & skills

Benefits mentioned

Health insuranceLife insuranceRetirement planTuition support
Source and dates

Employer career site / ATS feed · phenom

Employer posting date
2026-11-06
First seen by our source
2026-10-16
Source record updated
2026-11-07

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Experience2+ years
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
EducationBachelor’s degree (preferred)
Fields of studyBusiness Administration, Finance, Marketing
Perks mentionedRetirement 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…

FieldValue
IndustryFinancial Services
Company size10,001+ employees
HeadquartersToronto, ON
Organization typePublic Company
SpecialtiesPersonal BankingCommercial BankingWealth ManagementCapital Marketsand Asset Management
Open jobs on Jobsy945
LinkedInView page
Job description

Application Deadline:

11/14/2026

Address:

270 Dundas Street

Job Family Group:

Commercial Sales & Service

Client Delivery Associate

Deliver Exceptional Client Experiences. Build Trusted Relationships. Make an Impact.

At BMO, our clients are at the center of everything we do. As a Client Delivery Associate, you'll play a critical role in delivering a seamless client experience by providing responsive support, solving complex service challenges, and helping clients achieve their goals with confidence.

This is an exciting opportunity for a client-focused professional who thrives in a fast-paced environment, enjoys problem-solving, and is passionate about building strong relationships. You'll collaborate with partners across the organization, contribute to service enhancements, and help drive operational excellence while making a meaningful impact on our clients' success.

What You'll Do

As a key member of the Client Delivery team, you will:

  • Serve as a trusted point of contact for clients, delivering responsive, professional, and personalized service.
  • Manage a variety of client requests, inquiries, investigations, and escalations while ensuring timely and effective resolution.
  • Build strong relationships with clients by understanding their needs and proactively identifying opportunities to enhance their experience.
  • Analyze client feedback, service trends, and operational data to identify opportunities for continuous improvement.
  • Leverage your knowledge of BMO products and services to connect clients with the solutions and resources best suited to their needs.
  • Collaborate with internal partners to resolve issues, improve processes, and deliver exceptional client outcomes.
  • Contribute ideas and insights that support the development of products, services, and operational enhancements.
  • Ensure all client interactions, documentation, and processes comply with regulatory requirements, internal policies, and risk management standards.
  • Demonstrate sound judgment and initiative while balancing client needs with risk management principles.


Experience & Education

  • 2-3 years of experience in client service, relationship management, financial services, banking operations, or a related field.
  • Bachelor's degree in Business Administration, Finance, Marketing, or a related discipline preferred. Equivalent experience will also be considered.
  • Experience working in a client-facing or service-oriented environment with a strong commitment to service excellence.


Skills & Qualifications

  • Exceptional client service and relationship-building skills.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple priorities while maintaining accuracy and attention to detail.
  • Effective verbal and written communication skills.
  • Strong collaboration and teamwork capabilities.
  • Working knowledge of Microsoft Office applications, particularly Excel, PowerPoint, and Outlook.
  • Understanding of banking products, financial services, and regulatory requirements is an asset.


What Will Help You Succeed

  • A passion for delivering outstanding client experiences.
  • Strong attention to detail and organizational skills.
  • Confidence navigating complex situations and resolving issues effectively.
  • Curiosity and a continuous improvement mindset.
  • Ability to build trust and collaborate with diverse stakeholders.
  • Sound judgment and a commitment to risk-aware decision-making.


Why Join BMO?

Make a Difference Every Day

Help clients navigate their banking needs while creating positive experiences that strengthen long-term relationships.


Develop Valuable Skills

Gain exposure to client relationship management, operational excellence, reporting and analytics, banking products, and process improvement.



Grow Your Career

Build a strong foundation in financial services while partnering with professionals across multiple business areas and developing expertise in client service and operations.


Be Part of a Collaborative Team

Join a supportive environment that values teamwork, innovation, continuous learning, and professional growth.


If you're passionate about client service, enjoy solving complex challenges, and want to build a rewarding career in financial services, we'd love to hear from you. Join BMO and help make every client interaction count.

Salary:

$37,000.00 - $70,000.00

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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