Senior Service Representative – Estates

BMO U.S.

. Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers .

Posted 11/10/2026full-timeRemote • CanadaSenior💰 CA$40,500 - CA$80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in Investment Operations, focusing on accurate transaction processing, regulatory compliance, and stakeholder relationship management. Proficient in data analysis and reporting, with strong problem-solving and communication skills to support service delivery.

Highest-signal resume keywords

Investment Operations SupportRegulatory ComplianceData Analysis and ReportingCustomer Service SkillsProblem Solving Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisTransaction ProcessingReport GenerationRegulatory KnowledgeRisk Management FrameworkMS WordMS ExcelMS PowerPointProcess ImprovementService Level Agreements

Soft Skills

Verbal CommunicationWritten CommunicationOrganization SkillsCollaboration SkillsPrioritization Skills

Industry Keywords

Investment ProductsOperational GuidelinesStakeholder ManagementChange ManagementFinancial Controls

About the role

Key responsibilities & impact

Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers
Executes and delivers Investment product and service processes while adhering to financial and regulatory controls and operational guidelines
Gathers and formats data into regular and ad-hoc reports and dashboards
Supports change management execution and sustainment activities
Acts as a problem-solving resource for more junior staff
Organizes work information to ensure accuracy and completeness
Executes service requests, transactions, queries, and other routine tasks within relevant SLAs
Processes transactions, activities, and services accurately and timely in response to stakeholder requests
Responds to internal and external stakeholder questions and requests
Follows documented policies and procedures to meet SLAs
Checks and reconciles information and documentation
Analyzes data and information to provide insights and recommendations
Identifies, analyzes, resolves, or escalates issues and problems
Communicates and collaborates with internal and external stakeholders
Develops and maintains stakeholder relationships to fulfill service delivery expectations
Maintains understanding of regulatory requirements and operational risks
Collaborates on development and implementation of new processes and systems and improvements to existing ones
Supports development of tools and delivery of training
Completes complex and diverse tasks and handles escalations
Analyzes issues and determines next steps
Applies BMO’s Risk Management Framework and makes risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations
Performs other broader work or accountabilities as assigned

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
Post-secondary degree in related field of study desirable or equivalent combination of education and experience
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 (MS Word, Excel, PowerPoint) – Good
Specialized knowledge
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good

Benefits

Comp & perks

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