Senior Service Representative, New or Recent Graduate

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

📋 Description

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

• Implement Investment product and service processes while complying with financial and regulatory controls as well as operational guidelines.

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

• Assist in executing change management initiatives and sustainment activities.

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

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

• Process service requests, transactions, and inquiries within applicable Service Level Agreements (SLAs).

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

• Provide knowledgeable and accurate responses to queries from internal and external stakeholders.

• Adhere to documented policies and procedures while meeting all SLAs.

• Verify and reconcile information and documentation.

• Analyze data and information to deliver 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.

• Maintain awareness of regulatory requirements and operational risks.

• Collaborate on the development and implementation of new processes and systems, as well as enhancements to existing ones.

• Support the creation of tools and the delivery of training sessions.

• Complete a variety of complex tasks and manage escalations.

• Apply BMO’s Risk Management Framework, Risk Culture, approved Risk Appetite, policies, laws, and regulations.

⛳️ Requirements

• Typically possess 1-3 years of relevant experience.

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

• Strong knowledge and experience with relevant systems and technology.

• Understanding of key products and services, processes, and controls within the business unit.

• Familiarity with risk and regulatory requirements pertinent to the business.

• Strong prioritization skills.

• Excellent customer service abilities.

• Proficient in PC applications, including MS Word, Excel, and PowerPoint.

• Specialized knowledge in relevant areas.

• Strong verbal and written communication skills.

• Effective organizational skills.

• Good collaboration and teamwork skills.

• Strong analytical and problem-solving abilities.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.

• Performance-based incentives.

• Discretionary bonuses.

• Comprehensive training and coaching.

• Support from management.

• Opportunities for networking.

• Access to tools and resources to achieve new milestones.

• An inclusive, equitable, and accessible workplace.

• Accommodations available upon request during the selection process.