Service Specialist

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

📋 Description

• Offers support and services for the Investment Operations function catering to BMO’s business stakeholders and clients.

• Implements and executes Investment product and service processes while ensuring compliance with financial and regulatory controls as well as operational guidelines.

• Advises and guides the assigned business/group on the implementation of solutions.

• Aids in executing strategic initiatives in partnership with both internal and external stakeholders.

• Engages with internal business partners and external customers to address both standard and non-standard inquiries.

• Monitors and tracks performance metrics, addressing any arising issues.

• Analyzes strategic problems and data to provide valuable insights and recommendations.

• Collects and formats data into regular and ad-hoc reports as well as dashboards.

• Assists in managing change across various scopes and types.

• Performs tasks to ensure timely, accurate, and efficient service delivery.

• Resolves standard and relatively straightforward issues, escalating non-routine matters to senior team members and/or management.

• Contributes insights and analyses for the ongoing enhancement of business processes and procedures, participating in the planning, testing, and implementation of projects and new or revised products, services, or processes.

• Provides consistent, accurate, and knowledgeable responses to inquiries and requests from both internal and external stakeholders.

• Adheres to documented policies and procedures to carry out day-to-day transactions, activities, and processes, ensuring compliance with all Service Level Agreements (SLAs).

• Verifies and reconciles information and documentation to ensure precision and completeness.

• Examines data and information to deliver insights and recommendations.

• Identifies and assesses issues and problems, resolving them promptly or escalating as necessary.

• Communicates and collaborates with internal and external stakeholders to achieve business objectives.

• Develops and sustains effective relationships with both internal and external stakeholders.

⛳️ Requirements

• Typically possesses 3 to 5 years of relevant experience.

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

• Demonstrates in-depth knowledge and experience with relevant systems and technology.

• Has in-depth understanding of the business unit’s key products, services, processes, and controls.

• Well-versed in the risk and regulatory requirements of the business.

• Possesses good prioritization skills.

• Exhibits in-depth customer service skills.

• Proficient in PC skills (MS Word, Excel, PowerPoint) at an in-depth level.

• Possesses specialized knowledge gained from education and/or business experience.

• Demonstrates in-depth verbal and written communication skills.

• Exhibits strong collaboration and teamwork skills.

• Displays in-depth analytical and problem-solving abilities.

• Shows in-depth influence skills.

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.