Senior Service Representative supporting BMO’s Canadian investment operations and stakeholder services. Processing transactions, reports, and escalations while maintaining regulatory and risk controls.
About the role
- BMO Investment Operations representative supporting transaction processing, reporting, and stakeholder service. Executing controlled workflows and resolving issues remotely for Ontario-based operations.
Responsibilities
- Provide support and service for BMO’s Investment Operations function and business stakeholders/customers
- Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
- Gather and format data into regular and ad-hoc reports and dashboards
- Support change management execution and sustainment activities
- Serve as a problem-solving resource for more junior staff
- Organize work information to ensure accuracy and completeness
- Execute service requests, transactions, queries, and other routine tasks within SLAs
- Process transactions, activities, and services accurately and timely in response to stakeholder requests
- Respond accurately and knowledgeably to internal and external stakeholder questions and requests
- Follow documented policies and procedures to meet SLAs
- Check and reconcile information and documentation
- Analyze data and information to provide insights and recommendations
- Identify, analyze, resolve, or escalate issues and problems
- Communicate and collaborate with internal and external stakeholders
- Develop and maintain stakeholder relationships
- Maintain understanding of regulatory requirements and operational risks
- Collaborate on development and implementation of new processes/systems and improvements
- Support development of tools and delivery of training
- Complete complex and diverse tasks and handle escalations
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Requirements
- Typically 1–3 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 – Good
- Knowledge and understanding of the business unit’s key products and services, processes and controls – Good
- Knowledge of the risk and regulatory requirements of the business – Good
- Prioritization skills – Good
- Customer service skills – Good
- PC skills (MS Word, Excel, PowerPoint) – Good
- Specialized knowledge
- Verbal and written communication skills – Good
- Organization skills – Good
- Collaboration and team skills – Good
- Analytical and problem-solving skills – Good
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
- Performance-based incentives
- Discretionary bonuses
- Other perks and rewards
- In-depth training and coaching
- Manager support
- Network-building opportunities
- Accommodations available on request during the selection process
Job title
Job type
Experience level
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Degree requirement
No Education Requirement
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