Market Development Representative generating qualified pipeline for Limina, a contextual data intelligence platform for enterprise AI. Running signal - based outreach, ABM, inbound qualification, and AE handoffs.
About the role
- Senior Service Representative supporting BMO’s Canadian investment operations and stakeholder services. Processing transactions, reports, and escalations while maintaining regulatory and risk controls.
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 for accuracy and completeness
- Execute service requests, transactions, queries, and related routine tasks within SLAs
- Process transactions and activities accurately and promptly 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 new processes/systems and improvements to existing processes and systems
- Support tool development and training delivery
- Handle complex and diverse tasks and escalations
- Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
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
- Good 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, 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 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
Salary
Degree requirement
No Education Requirement
Location requirements
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