Client Fulfillment Associate - First Nations / Métis / Inuit

We invite all experienced and aspiring First Nations / Métis / Inuit professionals to apply to roles featured on BMO’s Indigenous Careers landing page, as well as all of those on BMO's Careers page.

Qualified First Nations / Métis / Inuit applicants applying through these postings will be considered for open job vacancies, where they exist, or added to our Indigenous Talent Network and matched to other upcoming opportunities.

This is part of BMO’s ongoing commitment to Indigenous applicants. Our recruitment team will reach out to those selected for further consideration.

BMO Insurance is a diversified insurance and wealth solutions provider. We manufacture individual life, critical illness and annuity products as well as segregated funds which are distributed through a nationwide network of independent insurance advisors. As a leader in the pension industry and innovator in de-risking solutions, we also provide life insurance and annuity expertise to companies seeking ways to limit balance sheet volatility due to their Defined Benefit pension liability. We also offer group creditor and travel insurance to bank customers in Canada.

The Client Fulfillment Associate provides efficient and accurate handling of customer requests and transactions in a professional and timely manner. Ensures all required policies, guidelines and standards are met as they provide service to BMO customers. Includes a mix of customer service and customer fulfillment activities.

• Analyzes data and information to provide insights and recommendations.
• Organizes work information to ensure accuracy and completeness.
• Broader work or accountabilities may be assigned as needed.
• Assists in processing more complex customer application/requests.
• Gathers additional documentation from the customer and/ or internal/external stakeholders to ensure all required information is available to fulfill client requests.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Manages customer documentation to ensure that records are maintained in a proper manner.
• Completes complex & diverse tasks within given rules/limits.
• Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required.
• Provides customer service by responding to general questions via phone, mail or fax in a timely and professional manner; includes acting as a main point of contact for certain customer requests.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Refers more complex and specific requests, questions or issues as required.
• Processes customer application to fulfill customer requests from set up to settlement in accordance with policies and standards.
• Analyzes issues and determines next steps; escalates as required.
• Recommends workflow improvements to deliver a more efficient operation.
• Investigates and addresses specific customer issues.

Qualifications:

• Organization skills - Good.
• Verbal & written communication skills - Good.
• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Collaboration & team skills - Good.
• Basic specialized knowledge.
• Able to handle volume of customer requests.
• Analytical and problem-solving skills - Good.

We’re here to help

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/us/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. 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.

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.