Senior Service Representative

BMO U.S.

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

Posted 10/5/2026full-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 executing processes in compliance with 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 Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ReportingTransaction ProcessingRisk Management FrameworkFinancial ControlsOperational Guidelines

Soft Skills

Verbal Communication SkillsWritten Communication SkillsOrganizational SkillsCollaboration SkillsPrioritization Skills

Tools & Technologies

MS WordMS ExcelMS PowerPoint

Industry Keywords

Investment ProductsService RequestsStakeholder RelationshipsOperational RisksChange Management

About the role

Key responsibilities & impact

Provide support and service for BMO’s Investment Operations function and business stakeholders/customers
Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
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 to ensure accuracy and completeness
Execute service requests, transactions, queries, and other routine tasks within SLAs
Process transactions, activities, and services accurately and timely in response to stakeholder requests
Respond accurately and knowledgeably to internal and external stakeholder questions and requests
Follow documented policies and procedures to meet SLAs
Check and reconcile information and documentation
Analyze data and information to provide insights and recommendations
Identify, analyze, resolve, or escalate issues and problems
Communicate and collaborate with internal and external stakeholders
Develop and maintain stakeholder relationships
Maintain understanding of regulatory requirements and operational risks
Collaborate on development and implementation of new processes/systems and improvements
Support development of tools and delivery of training
Complete complex and diverse tasks and handle escalations
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

What you’ll need

Typically 1–3 years of relevant experience
Post-secondary degree in a 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 and written communication skills – Good
Organization skills – Good
Collaboration and 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