Senior Service Representative

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

📋 Description

• Provide assistance and service for BMO’s Investment Operations team and business stakeholders.

• Implement investment product and service processes in adherence to financial and regulatory controls.

• Collect and format data into both regular and ad-hoc reports and dashboards.

• Aid in the execution and maintenance of change management activities.

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

• Organize work information to ensure accuracy and completeness.

• Carry out service requests, transactions, inquiries, and other routine tasks within service level agreements (SLAs).

• Process transactions and activities promptly and accurately in response to stakeholder requests.

• Provide accurate and knowledgeable responses to internal and external stakeholder inquiries.

• Adhere to documented policies and procedures for daily operations.

• Verify and reconcile information and documentation.

• Analyze data and information to deliver insights and recommendations.

• Identify, resolve, or escalate issues and challenges as necessary.

• Communicate and collaborate effectively with internal and external stakeholders.

• Maintain stakeholder relationships and fulfill service delivery expectations.

• Collaborate on the development of new processes, systems, and process enhancements.

• Assist in the creation of tools and the delivery of business-oriented training.

• Manage complex and diverse tasks along with escalations.

• Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable regulations and policies.

⛳️ Requirements

• Typically 2–3 years of relevant experience.

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

• Proficient knowledge and experience with relevant systems and technology.

• Strong understanding of business unit products, services, processes, and controls.

• Familiarity with business risk and regulatory requirements.

• Effective prioritization skills.

• Excellent customer service abilities.

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

• Strong verbal and written communication skills.

• Excellent organizational skills.

• Strong collaboration and teamwork skills.

• Good analytical and problem-solving abilities.

• Understanding of regulatory requirements and operational risks.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident insurance.

• Life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Additional perks and rewards.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for network building.

• Accommodation available upon request during the selection process.