Senior Service Representative – Estates

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

📋 Description

• Provides assistance and services for the Investment Operations function serving BMO’s business stakeholders and clients.

• Implements and fulfills Investment product and service procedures while adhering to financial and regulatory standards and operational protocols.

• Collects and organizes data into routine and ad-hoc reports and dashboards.

• Aids in executing and maintaining change management activities.

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

• Arranges work information to ensure accuracy and completeness.

• Processes service requests, transactions, inquiries, and other standard tasks within Service Level Agreements (SLAs).

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

• Addresses inquiries and requests from both internal and external stakeholders.

• Adheres to documented policies and procedures to fulfill SLAs.

• Reviews and reconciles information and documentation.

• Analyzes data and information to offer insights and recommendations.

• Identifies, assesses, resolves, or escalates issues and challenges.

• Communicates and collaborates with both internal and external stakeholders.

• Builds and maintains relationships with stakeholders.

• Keeps abreast of regulatory requirements and operational risks.

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

• Provides support for tool development and training delivery.

• Manages complex and varied tasks and addresses escalations.

• Analyzes issues and determines appropriate next steps.

• Applies BMO’s Risk Management Framework, making risk-informed decisions that align with business strategy and relevant policies, laws, and regulations.

⛳️ Requirements

• Typically possesses 2 to 3 years of relevant experience.

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

• Knowledge and experience with relevant systems and technology – Good.

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

• Familiarity with the risk and regulatory requirements of the business – Good.

• Strong prioritization skills – Good.

• Excellent customer service skills – Good.

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

• Specialized knowledge in relevant areas.

• Effective verbal and written communication skills – Good.

• Strong organizational skills – Good.

• Ability to collaborate and work well in a team – Good.

• Strong analytical and problem-solving skills – Good.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for network-building.

• Accommodations available upon request for candidates participating in all aspects of the selection process.