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 by executing processes and adhering to financial and regulatory controls. Proficient in data analysis, stakeholder communication, and problem-solving to enhance operational efficiency and support change management.

Highest-signal resume keywords

Investment Operations SupportData AnalysisRegulatory ComplianceCustomer Service SkillsProblem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReportingTransaction ProcessingRisk Management FrameworkOperational GuidelinesFinancial ControlsMS WordMS ExcelMS PowerPointProcess ImprovementAd-Hoc Reporting

Soft Skills

Verbal CommunicationWritten CommunicationOrganization SkillsCollaboration SkillsPrioritization Skills

Industry Keywords

Stakeholder RelationshipsOperational RisksChange ManagementService Level AgreementsBusiness Processes

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 on 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
Serves as a problem-solving resource for more junior staff
Organizes work information for accuracy and completeness
Executes service requests, transactions, queries, and other routine tasks within 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
Maintains understanding of regulatory requirements and operational risks
Collaborates on developing and implementing new processes and systems and improving existing ones
Supports tool development and training delivery
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

Requirements

What you’ll need

Typically between 2 - 3 years of relevant experience
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 – 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
In-depth training and coaching
Manager support
Network-building opportunities
Accommodations available on request for candidates taking part in all aspects of the selection process