Senior Client Service Associate

3 weeks ago

Tempe, Arizona, United States BMO Financial Group Full time

At BMO Financial Group, we are seeking a highly skilled Senior Client Service Associate to join our team. As a key member of our client service team, you will be responsible for providing exceptional operational support to grow our market share and maximize the profitability of client relationships.

**Key Responsibilities:**

* Provide daily operational service support to clients, ensuring prompt and effective problem resolution and identifying enhancement opportunities.

* Collaborate with internal and external stakeholders to deliver on business objectives, executing work to deliver timely, accurate, and efficient service.

* Analyze issues and determine next steps, identifying and closing or referring enhancement opportunities during client service interactions.

* Develop and maintain in-depth knowledge of products and services, providing needed information or directing clients to the appropriate source.

* Track metrics and milestones, coordinating and executing specific activities for the implementation of strategic initiatives.

* Gather and format data into regular and ad-hoc reports, and dashboards, exploring and identifying enhancements and cross-sell opportunities.

* Actively listen to clients' concerns, diagnosing clients' service needs and facilitating timely client problem-resolution.

* Respond to client concerns in a professional manner, conveying ownership, competence, and respect for the client relationship.

* Accurately document client requests using the group's tracking systems, facilitating action to close gaps between client expectations and client experiences.

* Apply consistent and timely follow-ups to demonstrate a commitment to customer satisfaction and high standards of responsiveness.

* Serve as an advocate for individual clients, escalating issues as necessary to facilitate the timely resolution of service problems.

* Support the development of tailored messaging, writing, editing, and distributing communications.

* Track collection of client service fees, collaborating with internal and external stakeholders to deliver on business objectives.

* Execute work to deliver timely, accurate, and efficient service, completing complex and diverse tasks within given rules/limits.

* Analyze issues and determine next steps, identifying and closing or referring enhancement opportunities during client service interactions.

**Requirements:**

* Typically between 2-3 years of relevant experience

* Ability to adapt to change

* Self-starter, does not require supervision

* Ability to assist clients in navigating digital products like websites and apps

* Nice to Have Amazon Connect or similar technology

* Specialized knowledge Proficient in Microsoft Office Suite

* Verbal & written communication skills - Good

* Organization skills - Good

* Collaboration & team skills - Good

* Analytical and problem-solving skills - Good

**Salary:** $52, $98,400.00

**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.

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.

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.

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 are committed to an inclusive, equitable, and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives.

BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

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.

  • Senior Service Associate

    3 weeks ago

    Tempe, Arizona, United States United Parcel Service Inc. Full time

    At United Parcel Service Inc., we're seeking a skilled Senior Service Associate to join our team. As a key member of our operations team, you'll play a vital role in ensuring the smooth delivery of packages to our customers.Key Responsibilities:Provide exceptional package handling and inventory control services to customers across various industries.Utilize...

  • Senior Service Associate, Logistics Expert

    3 weeks ago

    Tempe, Arizona, United States UPS Full time

    Job Summary:As a Senior Service Associate at UPS, you will play a critical role in delivering exceptional customer experiences while ensuring the efficient handling of packages and inventory. Your expertise in material handling and logistics will enable you to provide top-notch services to our clients across various industries.Key Responsibilities:Utilize...

  • Senior Care Specialist

    2 days ago

    Tempe, Arizona, United States Senior Helpers - Tempe Full time

    Senior Helpers - Tempe is seeking a compassionate and reliable Senior Care Specialist to provide in-home care services for our elderly clients. As a Senior Care Specialist, you will be responsible for providing personal care, meal preparation, companionship, medication reminders, and light housekeeping services to our clients.Responsibilities:Personal care,...

  • Client Service Representative

    3 weeks ago

    Tempe, Arizona, United States Northern Trust Full time

    About Northern Trust: Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a reputation as a...

  • Federal Tax Senior Associate

    1 month ago

    Tempe, Arizona, United States Baker Tilly US, LLP Full time

    Unlock Your Career Potential with Baker Tilly US, LLPBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that offers a unique opportunity for professionals to grow their careers in a dynamic and supportive environment. As a Federal Tax Senior Associate, you will be part of a team that provides industry-focused tax advisory and compliance...

  • Senior Process Associate

    4 weeks ago

    Tempe, Arizona, United States Infosys Full time

    Job SummaryAs a Senior Process Associate at Infosys, you will play a crucial role in executing transactions according to prescribed guidelines and timelines. Your responsibilities will include reviewing and validating inputs from team members, supporting your manager in training activities, and contributing to daily operations review and escalation...

  • Client Service Owner

    3 weeks ago

    Tempe, Arizona, United States Paychex Full time

    OverviewAs a Client Service Owner at Paychex, you will be responsible for delivering exceptional client experiences, driving revenue growth, and enhancing client satisfaction. This role requires strong communication and relationship-building skills, as well as the ability to work collaboratively with internal partners and leadership to resolve client...

  • Tax Senior Associate

    4 weeks ago

    Tempe, Arizona, United States Baker Tilly Full time

    Job Description:ResponsibilitiesAs a Tax Senior Associate at Baker Tilly, you will be a trusted business advisor delivering industry-focused tax advisory and compliance services to middle market clients. You will work closely with clients to find creative solutions to complex accounting and business challenges, and develop recommendations for the client to...

  • Client Service Manager

    4 weeks ago

    Tempe, Arizona, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our principles of service, expertise, and integrity. With over 130 years of financial...

  • Client Services Representative

    1 month ago

    Tempe, Arizona, United States Adecco US, Inc. Full time

    About the Role:We are seeking a highly organized and detail-oriented Client Services Representative to join our team at Adecco US, Inc. As a Client Services Representative, you will play a critical role in ensuring the smooth onboarding process for our clients and maintaining accurate client files.Key Responsibilities:Manage onboarding pipelines and maintain...

  • Medical Client Service Specialist

    3 weeks ago

    Tempe, Arizona, United States Patient's Choice Full time

    Job Title: Client Service RepresentativeJob Summary:We are seeking a highly motivated and self-starting Client Service Representative to join our core team in Tempe, AZ. As a Client Service Representative, you will be responsible for providing exceptional customer service to patients and providers, handling high call volumes, and assisting with medical...

  • Senior Associate, Strategic Corporate Tax Professional

    3 weeks ago

    Tempe, Arizona, United States KPMG Full time

    Business Title: Senior Associate, Strategic Corporate TaxRequisition Number:Function: Tax ServicesArea of Interest:State:AZCity: TempeDescription:At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of...

  • Account Manager

    3 weeks ago

    Tempe, Arizona, United States ADP Full time

    Drive Client Success with ADPAt ADP, we're committed to helping our clients achieve their goals. As an Associate Account Manager, you'll play a key role in delivering exceptional client service and driving business growth.Key Responsibilities:Provide expert guidance and support to clients to ensure their successAct as a subject matter expert, providing...

  • Medical Client Service Specialist

    3 weeks ago

    Tempe, Arizona, United States Patients Choice Full time

    Job DescriptionWe are seeking a highly motivated and self-starting Client Service Representative to join our team at Patients Choice Lab. As a key member of our core team, you will be responsible for providing exceptional customer service to patients and providers, handling high call volumes, and assisting with medical client sales.Key...

  • Caregiver Opportunities with Senior Helpers

    3 weeks ago

    Tempe, Arizona, United States Senior Helpers - Tempe Full time

    Job OverviewWe are seeking a compassionate and dedicated Caregiver to join our team at Senior Helpers - Tempe. As a Caregiver, you will play a vital role in providing high-quality care and support to our clients, enabling them to maintain their independence and dignity.Key Responsibilities:Establish and maintain open communication with clients, their...

  • Associate Account Manager

    3 weeks ago

    Tempe, Arizona, United States ADP Full time

    Job DescriptionWe are seeking a highly skilled and motivated Associate Account Manager - Client Support to join our team at ADP. As a key member of our client support team, you will be responsible for providing exceptional customer service to our clients, resolving issues, and building strong relationships with our clients.Key Responsibilities:Provide timely...

  • Associate Account Manager

    4 weeks ago

    Tempe, Arizona, United States ADP Full time

    Job SummaryWe are seeking an experienced Associate Account Manager to join our Client Services team at ADP. As a key member of our team, you will be responsible for providing exceptional client service and support to our clients, ensuring their needs are met and exceeded.ResponsibilitiesProvide timely and effective resolution to client issues and...

  • Tax Senior Associate

    3 weeks ago

    Tempe, Arizona, United States FORVIS Full time

    Job SummaryAs a Tax Senior Associate at Forvis, you will play a key role in helping successful companies and their owners navigate complex tax strategies and avoid surprises. You will work closely with your team to plan for the future, coordinate tax strategies, and grow. Your authentic support and regular communication with clients will help you understand...

  • Client Servicing Manager

    1 month ago

    Tempe, Arizona, United States Northern Trust Full time

    About Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the industry, providing innovative financial services and guidance to individuals, families, and institutions.Our commitment to service, expertise, and integrity has...

  • Senior Estate Strategist

    3 weeks ago

    Tempe, Arizona, United States Edward Jones Full time

    Unlock Your Potential as a Senior Estate StrategistAre you passionate about helping high-net-worth clients achieve their financial goals? Do you have a deep understanding of complex estate planning strategies? If so, we invite you to join our team at Edward Jones as a Senior Estate Strategist.About the RoleAs a Senior Estate Strategist, you will work closely...