Service Representative Lll

2 months ago

Montréal QC, Canada BMO Financial Group Full time

105-119-129 rue St-Jacques O MONTREAL Quebec,H2Y 1L6

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers. Executes and delivers on Investment product and service processes ensuring adherence with financial and regulatory controls and operational guidelines.
- Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
- Organizes work information to ensure accuracy and completeness.
- Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
- Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
- Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
- Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs).
- Checks and reconciles information and documentation to ensure accuracy and completeness.
- Analyzes data and information to provide insights and recommendations.
- Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required.
- Communicates and collaborates with internal and external stakeholders to deliver on business objectives.
- Develops and maintains effective relationships with internal and external stakeholders to execute work and fulfill service delivery expectations.
- Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity.
- Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes.
- Supports the development of tools and delivery of training focused on delivering business results.
- Completes complex & diverse tasks within given rules/limits.
- Analyzes issues and determines next steps; escalates as required.
- Broader work or accountabilities may be assigned as needed.** Qualifications**:

- Typically between 1 - 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
- Knowledge and experience using relevant systems and technology.
- 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.
- Basic specialized knowledge.
- Verbal & written communication skills - Good.
- Organization skills - Good.
- Collaboration & team skills - Good.
- Analytical and problem solving skills - Good.

You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec.

**Salary**:
$35,000.00 - $52,000.00

**Pay Type**:
Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

**We’re here to help**

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

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