Jobs in Port Perry, ON

Job summary

The Client Delivery Associate supports Commercial Account Managers by handling administrative tasks, relationship management, and transactional service requests. They are responsible for resolving client issues, ensuring regulatory compliance, and identifying opportunities to enhance client satisfaction.

Job details

Application Deadline: 10/11/2026 Address: 3993 Highway 7 Job Family Group: Commercial Sales & Service About the Opportunity: This is an excellent entry-level opportunity within BMO Commercial Banking for a client-focused professional looking to build a long-term career in the industry. As a Client Delivery Associate (CDA), you will be an integral member of the deal team, supporting Commercial Account Managers and their clients through a combination of administrative and relationship management activities. The role offers direct exposure to commercial clients, lending processes, and portfolio management while providing a strong development path into Credit, Commercial Account Management, or Treasury & Payment Solutions. Ideal candidates are organized, proactive, adaptable, and enjoy building relationships in a collaborative, client-facing environment. Provides 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 - $80,000.00 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.

What you’ll do

The Client Delivery Associate supports Commercial Account Managers by handling administrative tasks, relationship management, and transactional service requests. They are responsible for resolving client issues, ensuring regulatory compliance, and identifying opportunities to enhance client satisfaction.

Requirements

The ideal candidate has 2-3 years of experience in client relationship or financial services and possesses strong problem-solving and analytical skills. A bachelor's degree in Business Administration, Finance, or Marketing is preferred.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans
• Performance-based incentives
• Discretionary bonuses

Listed skills

• Teamwork · Preferred
• Problem solving · Preferred
• Regulatory Compliance · Preferred
• Collaboration · Preferred
• Product Knowledge · Preferred
• Detail-oriented · Preferred
• Data analysis · Preferred
• Reporting · Preferred
• Microsoft Office · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client relationship management
• Financial services
• Service excellence
• Regulatory compliance
• Document management
• Problem-solving
• Collaboration
• Product knowledge
• Data analysis
• Reporting
• Microsoft Office
• Detail-oriented
• Teamwork
• Commercial banking
• Portfolio management
• Ad Hoc Reporting
• Product Knowledge
• Document Management
• Operational Performance Management
• Relationship Management
• Account Management
• Data Analysis
• Business To Business
• Business Administration
• Commercial Banking
• Internal Controls
• Customer Service
• Regulatory Compliance
• Economic Growth
• Finance
• Financial Services
• Health Insurance
• Marketing
• Problem Solving
• Market Analysis
• Portfolio Management
• Regulatory Requirements
• Coaching
• Risk Appetite
• Risk Management Framework
• Business Strategies
• Investigation
• Detail Oriented

Job areas

• Finance & Accounting
• Customer Service & Support
• Sales
• Administrative
• Management & Leadership
• Commercial Banking Associate
• Sales Delivery Driver
• Car, Taxi and Van Drivers
• Driver/Sales Workers