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
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