Service Representative III

4 weeks ago

Montreal, Quebec, Canada BMO Full time

Job Summary

We are seeking a highly skilled Service Representative III to join our team at BMO. As a key member of our Investment Operations function, you will provide exceptional support and service to our business stakeholders and customers.

Key Responsibilities

  • Execute and deliver on Investment product and service processes, ensuring adherence to financial and regulatory controls and operational guidelines.
  • Support change management of varying scope and type, focusing on execution and sustainment activities.
  • Organize work information to ensure accuracy and completeness.
  • Execute routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements.
  • Provide accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls.
  • Provide accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
  • Follow 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.

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.

Language Requirements

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.

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