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Insight Global

Client Service Advisor

Montreal, QC, Canada

Pay: Pay Range: $27.00/hr
Job type: Contract
Apply by: Oct 24, 2026
Posting language: English
Posted: Sep 24, 2026

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Original job description

JOB DESCRIPTION

The Dedicated Client Service Advisor (DCSA) is the single point of contact for an assigned portfolio of commercial clients. This role delivers end to end ownership of daily operational servicing while driving exceptional client experiences, continuity, and proactive problem resolution. Success in this role requires strong self management, disciplined time management, and the ability to operate effectively in a high volume environment while maintaining accuracy, compliance, and service excellence.

REQUIRED SKILLS AND EXPERIENCE

3–5 years of relevant experience in Client Service, Client Relationship Management, Financial Services, or a service driven banking environment preferred.

Bachelor’s degree preferred (Business Administration, Finance, Marketing, or related discipline).

Equivalent experience will be considered.

Skills & Competencies

Strong ownership, accountability, and self management

Proven time management skills with ability to handle high volumes

Client first mindset with strong problem solving skills

Product knowledge and regulatory awareness

Data analysis and reporting capability

Detail oriented with strong documentation discipline

Effective collaboration and communication skills

Proficiency in Microsoft Office and banking platforms

Teamwork

Problem-Solving

Collaboration

Detail-Oriented

Worksite Location: Canada, ON

Job Duration: 6-month contract-to-permanent position.

Job Type: Hybrid

Pay Range: $27.00/hr

This position is an existing vacancy. We are actively hiring to fill a need on the team and support the team's ongoing priorities and workload.

*We may use artificial intelligence tools to assist with the screening, assessment, or selection of potential applicants for this position.

Apply About employer

More about this job

Responsibilities

Serve as the single point of contact for an assigned portfolio of commercial clients, taking end-to-end ownership of daily operational servicing. Deliver a strong client experience through continuity, proactive problem resolution, accurate documentation, and compliant service.

Requirements

Three to five years of relevant experience in client service, client relationship management, financial services, or a service-driven banking environment is preferred. A bachelor's degree in business administration, finance, marketing, or a related discipline is preferred, with equivalent experience considered; candidates should also demonstrate strong self-management, time management, problem-solving, communication, and data analysis skills.

Skills

Client Service
Self-Management
Time Management
Problem-Solving
Product Knowledge
Regulatory Awareness
Data Analysis
Reporting
Documentation
Communication
Collaboration
Teamwork
Microsoft Office
Banking Platforms
Attention to Detail

Visa sponsorship

Not detected in the job text

Keywords

Client Service
Commercial Clients
Financial Services
Banking
Operational Servicing
Client Experience
Problem Resolution
Self-Management
Time Management
High-Volume Environment
Accuracy
Compliance
Product Knowledge
Regulatory Awareness
Data Analysis
Reporting
Documentation
Microsoft Office
Banking Platforms
Teamwork
Problem-Solving
Collaboration
Hybrid
Contract-to-Permanent

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