Senior Service Representative

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About the role

  • Senior Service Representative supporting BMO’s Canadian investment operations and stakeholder services. Processing transactions, reports, reconciliations, and regulatory-controlled service requests.

Responsibilities

  • Provide support and service for BMO’s Investment Operations function and business stakeholders and customers
  • Execute and deliver Investment product and service processes in compliance with financial and regulatory controls
  • Gather and format data into regular and ad-hoc reports and dashboards
  • Support change management execution and sustainment activities
  • Execute service requests, transactions, and queries within service level agreements
  • Process transactions and activities accurately and timely in response to stakeholder requests
  • Respond accurately and knowledgeably to internal and external stakeholder questions
  • Follow documented policies and procedures and meet SLAs
  • Check and reconcile information and documentation
  • Analyze data and information to provide insights and recommendations
  • Identify, resolve, or escalate issues and problems
  • Communicate and collaborate with internal and external stakeholders
  • Maintain stakeholder relationships and fulfill service delivery expectations
  • Maintain understanding of regulatory requirements and operational risks
  • Collaborate on development and implementation of new processes and systems and improvements to existing ones
  • Support development of tools and delivery of training
  • Handle complex and diverse tasks and escalations
  • Apply BMO’s Risk Management Framework and make risk-informed decisions

Requirements

  • Typically 2–3 years of relevant experience
  • Post-secondary degree in a related field of study desirable, or equivalent combination of education and experience
  • Knowledge and experience using relevant systems and technology
  • Knowledge and understanding of key products and services, processes and controls
  • Knowledge of risk and regulatory requirements
  • Prioritization skills
  • Customer service skills
  • PC skills, including MS Word, Excel, and PowerPoint
  • Specialized knowledge
  • Good verbal and written communication skills
  • Good organization skills
  • Good collaboration and team skills
  • Good analytical and problem-solving skills

Benefits

  • Health insurance
  • Tuition reimbursement
  • Accident insurance
  • Life insurance
  • Retirement savings plans
  • In-depth training and coaching
  • Manager support
  • Network-building opportunities
  • Accommodations available on request for candidates taking part in all aspects of the selection process

Job type

Full Time

Experience level

Senior

Salary

CA$40,500 - CA$80,000 per year

Degree requirement

No Education Requirement

Location requirements

RemoteCanada

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