Service Associate, Account Transfers

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

📋 Description

• Provide support and services for BMO’s Investment Operations function and its business stakeholders.

• Implement processes for Investment products and services in alignment with financial and regulatory controls as well as operational guidelines.

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

• Assist in the execution and sustainability of change management activities.

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

• Systematically arrange work information to ensure accuracy and completeness.

• Carry out service requests, transactions, queries, and other routine tasks while adhering to service-level agreements.

• Accurately process transactions, activities, and services on time, ensuring compliance with regulatory and risk controls.

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

• Adhere to documented policies and procedures, meeting all service-level agreements.

• Verify and reconcile information and documentation.

• Analyze data and information to offer insights and recommendations.

• Identify, examine, resolve, or escalate issues and challenges as needed.

• Communicate and coordinate effectively with internal and external stakeholders.

• Build and maintain relationships with stakeholders to meet service delivery expectations.

• Stay informed about regulatory requirements and operational risks.

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

• Assist in the development of tools and the delivery of training programs.

• Handle a variety of complex tasks and manage escalations effectively.

• Apply BMO’s Risk Management Framework to make risk-informed decisions that align with business strategies and relevant policies, laws, and regulations.

⛳️ Requirements

• Generally, 2–3 years of relevant experience is expected.

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

• Proficient knowledge and experience with relevant systems and technology are necessary.

• Solid understanding of business unit products, services, processes, and controls is required.

• Familiarity with business risk and regulatory requirements is essential.

• Strong prioritization skills are needed.

• Excellent customer service skills are essential.

• Proficient PC skills, including Microsoft Word, Excel, and PowerPoint, are required.

• Strong verbal and written communication skills are necessary.

• Strong organizational skills are needed.

• Effective collaboration and teamwork skills are essential.

• Strong analytical and problem-solving skills are required.

• Specialized knowledge is a plus.

🏝️ Benefits

• Health insurance is provided.

• Tuition reimbursement is available.

• Accident and life insurance coverage is included.

• Retirement savings plans are offered.

• Performance-based incentives are available.

• Discretionary bonuses are provided.

• Training and coaching opportunities are offered.

• Support from management is accessible.

• Opportunities for network building are available.

• Workplace accommodations can be requested.