Senior Service Representative – Estates

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

📋 Description

• Provides assistance and service for the Investment Operations function catering to BMO’s business stakeholders and clients.

• Executes and delivers processes related to Investment products and services while complying with financial and regulatory controls and operational guidelines.

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

• Aids in executing and sustaining change management activities.

• Serves as a problem-solving resource for junior staff members.

• Organizes work-related information to ensure accuracy and completeness.

• Processes service requests, transactions, queries, and other routine tasks within established 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 meet SLAs.

• Reviews and reconciles information and documentation.

• Analyzes data and information to generate insights and recommendations.

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

• Engages and collaborates with internal and external stakeholders.

• Develops and nurtures stakeholder relationships to meet service delivery expectations.

• Keeps abreast of regulatory requirements and operational risks.

• Collaborates in the development and implementation of new processes and systems, as well as improvements to existing ones.

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

• Completes a variety of complex tasks and manages escalations.

• Analyzes issues to determine appropriate next steps.

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

• Undertakes additional broader responsibilities or tasks as assigned.

⛳️ Requirements

• Generally between 2 - 3 years of relevant experience.

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

• Proficient knowledge and experience using relevant systems and technology – Good.

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

• Understanding 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 is required.

• Strong verbal and written communication skills – Good.

• Good 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 network-building.

• Accommodations available upon request during the selection process.