Senior Service Representative

This is a fully remote position, open to applicants in Canada.

📋 Description

• Provide assistance and services for BMO’s Investment Operations stakeholders and clientele.

• Implement and deliver investment products and service processes in compliance with financial regulations and operational standards.

• Collect and format data into regular and on-demand reports and dashboards.

• Support the execution and maintenance of change management initiatives.

• Serve as a problem-solving resource for junior team members.

• Organize work information to ensure accuracy and completeness.

• Carry out service requests, transactions, inquiries, and routine tasks within the agreed service level agreements.

• Process transactions, activities, and services accurately and promptly in response to requests from stakeholders.

• Provide accurate and knowledgeable responses to questions and requests from both internal and external stakeholders.

• Adhere to documented policies and procedures while meeting all service level agreements.

• Verify and reconcile information and documentation.

• Analyze data and information to deliver insights and recommendations.

• Identify, analyze, resolve, or escalate issues and challenges.

• Communicate and collaborate effectively with both internal and external stakeholders.

• Develop and maintain relationships with stakeholders to meet service delivery expectations.

• Keep updated on regulatory requirements and operational risks.

• Collaborate in the development and implementation of new processes and systems, as well as enhancing existing ones.

• Assist in the creation of tools and the provision of training.

• Manage complex and diverse tasks and address escalations.

• Analyze issues and determine appropriate next steps.

• Apply BMO’s Risk Management Framework and make risk-informed decisions in alignment with business strategy and relevant policies, laws, and regulations.

⛳️ Requirements

• Typically possess 2 - 3 years of relevant experience.

• A post-secondary degree in a related field is desirable, or an equivalent combination of education and experience.

• Strong knowledge and experience with relevant systems and technology.

• Good understanding of key products, services, processes, and controls.

• Familiarity with risk and regulatory requirements.

• Strong prioritization abilities.

• Excellent customer service skills.

• Proficient PC skills, including MS Word, Excel, and PowerPoint.

• Specialized knowledge in relevant areas.

• Strong verbal and written communication skills.

• Excellent organizational skills.

• Strong collaboration and teamwork abilities.

• Good analytical and problem-solving skills.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Manager support and opportunities for network building.

• Accommodations available upon request during the selection process.