Service Associate, Account Transfers

🔥 1 minute ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🧑‍💼 Account Executive

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Support and provide service for BMO’s Investment Operations function and business stakeholders • 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 • Act 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 service-level agreements • Process transactions, activities, and services accurately and on time while complying with regulatory and risk controls • Respond accurately and knowledgeably to internal and external stakeholder questions and requests • Follow documented policies and procedures and meet all 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 to fulfill service-delivery expectations • Maintain understanding of regulatory requirements and operational risks • Collaborate on development and implementation of new processes and systems and improvements to existing ones • 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

• Typically between 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 • Specialized knowledge

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Training and coaching • Manager support • Network-building opportunities • Workplace accommodations available on request