Service Specialist

Job not on LinkedIn

🔥 1 minute ago

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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

• 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 ensuring adherence with financial and regulatory controls and operational guidelines • Provides advice and guidance to assigned business/group on implementation of solutions • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders • Communicates with internal business partners and external customers in response to standard and non-standard inquiries • Monitors and tracks performance, and addresses any issues • Breaks down strategic problems, and analyses data and information to provide insights and recommendation • Gathers and formats data into regular and ad-hoc reports, and dashboards • Supports change management of varying scope and type • Executes work to deliver timely, accurate, and efficient service • Resolves standard and relatively straightforward issues, referring non-routine issues to more senior team members and/or manager • Provides input and analysis into the continuous improvement of business processes and procedures and participates in the planning, testing, and implementation of projects and new / revised products, services, or processes • Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests • Follows documented policies and procedures to execute day-to-day transactions, activities, processes and meet all Service Level Agreements (SLAs) • Checks and reconciles information and documentation to ensure accuracy and completeness • Analyzes data and information to provide insights and recommendations • Identifies and analyzes issues and problems and resolves in a timely manner or escalates as required • Communicates and collaborates with internal and external stakeholders to deliver on business objectives • Develops and maintains effective relationships with internal and external stakeholders

🎯 Requirements

• Typically between 3 - 5 years of relevant experience • post-secondary degree in related field of study or an equivalent combination of education and experience • Knowledge and experience using relevant systems and technology – In-depth • Knowledge and understanding of the business unit’s key products and services, processes and controls – In-depth • Knowledge of the risk and regulatory requirements of the business – In-depth • Prioritization skills – Good • Customer service skills – In-depth • PC skills (MS Word, Excel, PowerPoint) – In-depth • Specialized knowledge from education and/or business experience • Verbal & written communication skills - In-depth • Collaboration & team skills - In-depth • Analytical and problem solving skills - In-depth • Influence skills - In-depth

🏖️ Benefits

• health insurance • tuition reimbursement • accident and life insurance • retirement savings plans