Client Service Advisor

Job Title

Title: Client Service Advisor

Team: Client Services Capital Markets team

Pay rate: $ 25-$27/hour

Start Date / Interview Timeline: ASAP

Location & Hours

• Location: Calgary, AB
• Hours: 8:00am-5pm PST M-F

Role Overview

The TPS Client Services – Non‑Dedicated Service Advisor supports Capital Markets and Bank without Borders (BwB) clients across BMO’s Treasury & Payment Solutions platform. This role provides specialized servicing for institutional, cross‑border, and complex client structures, addressing treasury, payments, and operational inquiries while coordinating across internal Capital Markets, Treasury, Operations, and Technology teams.

Operating in a pooled (non‑dedicated) coverage model, the advisor manages inbound requests from multiple Capital Markets and BwB clients, ensuring timely issue resolution, risk awareness, and seamless execution across domestic and international payment flows.

Key Responsibilities

Capital Markets & BwB Client Servicing

• Serve as a primary servicing contact for Capital Markets and Bank without Borders clients, supporting treasury and payments‑related inquiries
• Address complex servicing needs tied to institutional client structures, cross‑border activity, and time‑sensitive payment flows
• Support clients transacting across multiple legal entities, currencies, and geographies, ensuring accurate execution and controls

Treasury & Payments Support (Capital Markets Focus)

• Provide operational and functional support across TPS products, including:
• High‑value payments (wires, RTP, time‑critical transactions)
• ACH and global payments
• Cash positioning, reporting, and intraday liquidity inquiries
• Online treasury and entitlement platforms
• Support Capital Markets clients with:
• Funding and settlement‑related payment inquiries
• Cut‑off times and payment timing aligned to trading, clearing, or settlement windows
• File‑based payment processing and reporting needs

Bank without Borders (Cross‑Border) Support

• Support BwB clients with:
• Cross‑currency and cross‑border payment inquiries
• Coordination across regional teams and time zones
• Navigation of differing operational requirements and payment conventions
• Partner with internal teams to resolve issues impacting international payments, FX‑related settlement processes, or non‑standard client setups

Issue Resolution, Escalation & Risk Awareness

• Investigate and resolve payment exceptions, rejects, account servicing issues, and platform access requests
• Escalate high‑risk, time‑sensitive, or market‑impacting issues in accordance with TPS and Capital Markets servicing protocols
• Demonstrate strong risk awareness, particularly for high‑value payments, regulatory considerations, and cross‑border activity

Internal Coordination & Stakeholder Management

• Partner closely with:
• Capital Markets Operations and Settlement teams
• Treasury Product and Payments Operations
• Technology, Risk, and Compliance partners
• Facilitate clear communication between client‑facing teams and internal stakeholders to resolve complex servicing issues efficiently

Controls, Documentation & Continuous Improvement

• Ensure all servicing activity aligns with BMO’s policies, controls, and regulatory requirements
• Maintain accurate case documentation and audit trails
• Identify recurring Capital Markets or BwB client pain points and contribute to process improvements or servicing enhancements

Required Qualifications

• 2+ years of experience in Treasury Services, Payments, Cash Management, or Capital Markets operations within a financial institution
• Strong understanding of high‑value payments, cash management, and treasury servicing workflows
• Experience supporting complex, institutional, or cross‑border clients
• Comfort operating in a non‑dedicated / pooled servicing model
• Strong communication, problem‑solving, and escalation skills

Preferred Qualifications

• Prior experience supporting Capital Markets, Institutional, or Bank without Borders clients
• Exposure to cross‑border payments, FX‑related settlement, or international treasury structures
• Familiarity with treasury service platforms, entitlement tools, or case management systems
• Knowledge of operational risk and controls in a high‑value payments environment

Key Competencies

• Institutional‑grade client service mindset
• Strong risk and control awareness
• Ability to manage time‑sensitive, high‑impact requests
• Clear and confident communication with internal and external stakeholders
• Detail‑oriented with the ability to see upstream and downstream impacts of treasury activity