Senior Service Representative

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

📋 Description

• Provide assistance and services for BMO’s Investment Operations function and its business stakeholders/customers.

• Implement investment product and service procedures in line with financial and regulatory standards as well as operational guidelines.

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

• Assist in executing change management initiatives and sustaining activities.

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

• Organize work-related information to ensure precision and completeness.

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

• Accurately and promptly process transactions, activities, and services in response to stakeholder requests.

• Respond to questions and requests from internal and external stakeholders with accuracy and expertise.

• Adhere to documented policies and procedures to comply with SLAs.

• Verify and reconcile information and documentation.

• Analyze data and information to provide valuable insights and recommendations.

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

• Communicate and collaborate effectively with internal and external stakeholders.

• Build and maintain relationships with stakeholders.

• Keep abreast of regulatory requirements and operational risks.

• Collaborate on the development and implementation of new processes, systems, and improvements.

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

• Complete a range of complex and diverse tasks and manage escalations.

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

⛳️ Requirements

• Typically, 1–3 years of relevant experience.

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

• Proficiency in using relevant systems and technology – Good.

• Understanding of the business unit’s key products, services, processes, and controls – Good.

• Knowledge of the risk and regulatory requirements of the business – Good.

• Strong prioritization skills – Good.

• Excellent customer service skills – Good.

• Proficient in PC skills (MS Word, Excel, PowerPoint) – Good.

• Specialized knowledge.

• Effective verbal and written communication skills – Good.

• Strong organizational skills – Good.

• Effective collaboration and teamwork skills – Good.

• Strong analytical and problem-solving skills – Good.

🏝️ 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.

• Support from management.

• Opportunities for networking.

• Accommodations available upon request during the selection process.