Service Associate, Account Transfers - Remote

Overview

The Service Associate for Account Transfers provides support and service for the Investment Operations function, ensuring adherence to financial and regulatory controls while delivering on investment product and service processes.

In Short

• Support investment operations for BMO's stakeholders and customers.
• Execute and deliver on investment product and service processes.
• Gather and format data into reports and dashboards.
• Assist in change management tasks focused on execution and sustainment.
• Process transactions and service requests within SLAs.
• Provide knowledgeable responses to stakeholder inquiries.
• Analyze data to provide insights and recommendations.
• Communicate and collaborate with internal and external stakeholders.
• Maintain understanding of regulatory requirements and risks.
• Support development of tools and training for business results.

Requirements

• 2 - 3 years of relevant experience.
• Post-secondary degree or equivalent experience.
• Good knowledge of relevant systems and technology.
• Understanding of key products, services, processes, and controls.
• Prioritization and customer service skills.
• Proficient in MS Word, Excel, and PowerPoint.
• Strong verbal and written communication skills.
• Good organization and collaboration skills.
• Analytical and problem-solving abilities.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance-based incentives and bonuses.
• Tools and resources for professional growth.
• Inclusive and accessible workplace.
• Supportive training and coaching.
• Opportunities for network-building.
• Valued and respected team environment.