Dealer Services Representative
5 days ago
250 Yonge Street Toronto Ontario,M5B 2L7
**Dealer Services Representative**
The Dealer Services Representative is accountable to continue strengthening relationships (e.g. IIROC, MFDA) with our dealer partners and other teams that support the distribution of BMO’s investment products. This is primarily done by maintaining a client focused approach in the effective handling of administrative and operational dealer partner inquiries and/or issues.
- Provides support to all in-scope business groups and dealers by executing work in a timely, accurate and efficient manner.
- Builds effective relationships with internal and external stakeholders.
- Accurately executes dealer and advisor record updates
- Assists in the set up of new funds and cooperates in the running, review, and delivery of daily reports
- Reviews, investigates, and resolves trade rejects or other trade related issues.
- Conducts dealer follow ups related to the resolution of an issue/not in good order item and/or the recovery of losses
- Keeps up to date with updates to products, services, policies, and procedures
- Assists in ensuring that business partners are regularly updated on operational issues.
- Participates in various projects as needed, including the tracking of metrics and milestones.
- Broader work or accountabilities may be assigned as needed.
**Qualifications**:
- Minimum of 1 year of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Ability to work independently and as part of a team
- Good
- Verbal & written communication skills - Excellent
- Analytical and problem-solving skills - In-depth.
- Ability to work in a fast-paced environment and meet established deadlines.
- Strong time management skills.
- Knowledge of applicable risk and regulatory requirements and the impact on the business/group.
- Fundserv knowledge - An asset
**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.
**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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