Service Coordinator – Risk and Controls

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

📋 Description

• Provide support and services to BMO’s Investment Operations business stakeholders and clients.

• Implement investment product and service procedures following financial and regulatory standards and operational protocols.

• Create solutions and offer recommendations aligned with business strategies and stakeholder requirements.

• Guide assigned business units on implementing solutions.

• Assist in strategic initiatives with both internal and external stakeholders.

• Address both standard and unique inquiries from internal partners and external clients.

• Monitor performance metrics, identify issues, and take corrective actions.

• Analyze data and information to deliver insights and recommendations.

• Generate regular and ad hoc reports and dashboards.

• Develop change management strategies and lead or participate in readiness, planning, stakeholder management, execution, evaluation, and sustainment activities.

• Create communication plans, tailored messaging, and distribution channels.

• Organize and schedule tasks and forecast resources as required.

• Manage team workflow, including task assignments, quality control, training, coaching, and problem resolution.

• Process transactions, inquiries, and conduct audit/reconciliation activities.

• Analyze and resolve complex issues or escalate them as necessary.

• Serve as the primary backup for team members and the manager.

• Assess exceptions and engage senior management for resolution.

• Design and develop tools and training programs, delivering training as needed.

• Act as the main vendor contact and support vendor solution implementation and maintenance.

• Contribute to the continuous improvement of business processes and procedures.

• Participate in the planning, testing, and execution of projects, products, services, and processes.

• Ensure accurate and timely processing of transactions while adhering to service-level agreements.

• Verify and reconcile information and documentation for accuracy and completeness.

• Collaborate with stakeholders to maintain effective relationships and achieve business goals.

• Stay informed about regulatory requirements and operational risks.

• Assist in developing tools and training aimed at achieving business results.

⛳️ Requirements

• Generally, 4–6 years of relevant experience.

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

• Extensive knowledge and experience with relevant systems and technology.

• Comprehensive understanding of business unit products, services, processes, and controls.

• Detailed knowledge of the risk and regulatory requirements applicable to the business.

• Strong prioritization skills.

• Exceptional customer service skills.

• Advanced PC skills, including proficiency in MS Word, Excel, and PowerPoint.

• Capability to multitask effectively in a fast-paced environment.

• Technical proficiency acquired through education and/or professional experience.

• Strong verbal and written communication skills.

• Excellent collaboration and teamwork abilities.

• Advanced analytical and problem-solving skills.

• Strong influencing skills.

• Proficient in data-driven decision-making.

• Ability to apply BMO’s Risk Management Framework and adhere to policies, laws, and regulations.

🏝️ 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.