Service Associate, Account Transfers

Bank of Montreal

Job Overview

Location

REMOTE/TELETRAVAIL, ON, CAN

Job Type

Full-time

Full Job Description

📋 Description

• Provides support and service for the Investment Operations function of BMO’s business stakeholders and customers, executing and delivering on Investment product and service processes while ensuring adherence with 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; functions as a problem-solving resource for junior staff; organizes work information to ensure accuracy and completeness.
• Executes routine tasks such as service requests, transactions, and queries within relevant service level agreements; provides accurate and timely processing of transactions in compliance with regulatory and risk controls.
• Checks and reconciles information and documentation for accuracy and completeness; analyzes data and information to provide insights and recommendations; identifies and analyzes issues and problems, resolving them in a timely manner or escalating as required.
• Communicates and collaborates with internal and external stakeholders to deliver on business objectives; develops and maintains effective relationships to execute work and fulfill service delivery expectations.
• Develops and maintains an understanding of regulatory requirements and risks inherent in operations to take appropriate actions and maintain operational integrity.
• Collaborates in the development and implementation of new processes/systems and improvements to existing systems and processes; supports the development of tools and delivery of training focused on delivering business results.
• Completes complex and diverse tasks within given rules/limits, including handling escalations from other employees; analyzes issues and determines next steps; takes measured risks while protecting the bank by applying BMO’s Risk Management Framework in line with its Risk Culture and approved Risk Appetite.
• Part of the Customer Shared Services job family group at BMO Financial Group, a purpose-driven organization committed to Boldly Grow the Good in business and life, fostering an inclusive, equitable, and accessible workplace where employees are valued, respected, and heard.
• Offers opportunities for growth through in-depth training, coaching, manager support, and network-building, enabling individuals to gain valuable experience and broaden their skillset while helping customers achieve their financial goals.

🎯 Requirements

• Typically between 2 - 3 years of relevant experience and a post-secondary degree in a related field of study desirable, or an equivalent combination of education and experience.
• Good 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, customer service, PC skills (MS Word, Excel, PowerPoint), verbal and written communication, organization, collaboration and team, and analytical and problem-solving skills.

🏖️ Benefits

• Health insurance coverage.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and discretionary bonuses.
• Access to tools, resources, in-depth training, coaching, manager support, and network-building opportunities for professional growth.

Skills & Technologies

Junior

Remote

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Bank of Montreal

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About Bank of Montreal

Bank of Montreal, founded in 1817, is one of North America’s largest diversified financial services providers. It offers personal, commercial, corporate, and investment banking, wealth management, and capital markets services across Canada, the United States, and select global markets. The bank serves over 13 million customers through a network of branches, digital platforms, and specialized subsidiaries. BMO is traded on the Toronto and New York stock exchanges and is recognized for its commitment to sustainable finance and community investment.

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