Service Coordinator – Risk and Controls

BMO U.S.

. Support and provide service for BMO’s Investment Operations business stakeholders and customers .

Posted 9/18/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$55,500 - CA$120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in Investment Operations, focusing on regulatory compliance, data analysis, and stakeholder engagement. Proficient in developing solutions and communication plans that align with business strategies and enhance operational efficiency.

Highest-signal resume keywords

Investment Operations SupportRegulatory ComplianceData AnalysisCustomer Service SkillsProject Management

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 AnalysisRisk Management FrameworkTransaction ProcessingAudit/ReconciliationBusiness Process ImprovementPerformance MonitoringReport PreparationSolution ImplementationChange ManagementTechnical Proficiency

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingPrioritization

Tools & Technologies

MS WordMS ExcelMS PowerPoint

Industry Keywords

Investment ProductsFinancial ControlsOperational GuidelinesStakeholder ManagementCustomer Relationship ManagementContinuous ImprovementService-Level AgreementsVendor ManagementBusiness StrategyOperational Risks

About the role

Key responsibilities & impact

Support and provide service for BMO’s Investment Operations business stakeholders and customers
Execute Investment product and service processes in accordance with financial and regulatory controls and operational guidelines
Develop solutions and recommendations based on business strategy and stakeholder needs
Advise assigned business groups on solution implementation
Support strategic initiatives with internal and external stakeholders
Respond to standard and non-standard inquiries from internal business partners and external customers
Monitor and track performance and address issues
Analyze data and information to provide insights and recommendations
Prepare regular and ad hoc reports and dashboards
Build change management plans and lead or participate in readiness, planning, stakeholder management, execution, evaluation, and sustainment activities
Develop communication plans, tailored messaging, and distribution channels
Coordinate and schedule work and forecast resources as needed
Coordinate team workflow, including work assignment, quality control, training, coaching, and problem resolution
Process transactions, inquiries, and audit/reconciliation activities
Analyze and resolve complex issues or escalate them as required
Act as primary backup to team members and backup to the manager
Evaluate exceptions and engage senior management for resolution
Design and develop tools and training programs and deliver training as needed
Act as day-to-day vendor contact and support vendor solution implementation and maintenance
Contribute to continuous improvement of business processes and procedures
Participate in planning, testing, and implementation of projects, products, services, and processes
Process transactions accurately and timely while meeting service-level agreements
Check and reconcile information and documentation for accuracy and completeness
Collaborate with stakeholders and maintain effective relationships to deliver business objectives
Maintain understanding of regulatory requirements and operational risks
Support development of tools and training focused on business results

Requirements

What you’ll need

Typically 4–6 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
In-depth knowledge and experience using relevant systems and technology
In-depth knowledge and understanding of business unit products, services, processes, and controls
In-depth knowledge of risk and regulatory requirements of the business
Good prioritization skills
In-depth customer service skills
In-depth PC skills, including MS Word, Excel, and PowerPoint
Ability to multitask in a fast-paced environment
Technical proficiency gained through education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills
Ability to apply BMO’s Risk Management Framework and comply with policies, laws, and regulations

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