Senior Service Representative

BMO U.S.

. Provide support and service for BMO’s Investment Operations function and business stakeholders .

Posted 10/8/2026full-timeRemote • CanadaSenior💰 CA$37,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong analytical and problem-solving skills while executing investment operations and ensuring compliance with financial and regulatory controls. Proficient in data analysis, stakeholder communication, and maintaining service delivery expectations.

Highest-signal resume keywords

Investment Operations SupportData Analysis and ReportingRegulatory Compliance KnowledgeCustomer Service SkillsRisk Management Framework Application

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisTransaction ProcessingReport GenerationRegulatory ComplianceFinancial Controls

Soft Skills

Problem-SolvingCommunication SkillsCollaboration SkillsOrganizational SkillsPrioritization Skills

Tools & Technologies

MS WordMS ExcelMS PowerPoint

Industry Keywords

Investment ProductsService DeliveryOperational RisksChange ManagementStakeholder Relationships

About the role

Key responsibilities & impact

Provide support and service for BMO’s Investment Operations function and business stakeholders
Execute Investment product and service processes in compliance with financial and regulatory controls
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 other routine tasks within SLAs
Process transactions and activities accurately and timely in response to stakeholder requests
Respond accurately and knowledgeably to internal and external stakeholder questions
Follow documented policies and procedures for daily operations
Check and reconcile information and documentation
Analyze data and information to provide insights and recommendations
Identify, resolve, or escalate issues and problems
Communicate and collaborate with internal and external stakeholders
Maintain stakeholder relationships and meet service delivery expectations
Collaborate on new processes, systems, and process improvements
Support development of tools and delivery of business-focused training
Handle complex and diverse tasks and escalations
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable laws and policies

Requirements

What you’ll need

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 business unit products, services, processes, and controls
Good knowledge of business risk and regulatory requirements
Good prioritization skills
Good customer service skills
Good PC skills, including MS Word, Excel, and PowerPoint
Good verbal and written communication skills
Good organization skills
Good collaboration and team skills
Good analytical and problem-solving skills
Understanding of regulatory requirements and operational risks

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Accommodation available on request during the selection process