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Service Specialist - Remote

Posted 1 week ago
Customer Service
Full Time
Worldwide
$44,500.00 - $82,500.00/year

Overview

The Service Specialist provides support and service for the Investment Operations function of BMO’s business stakeholders and customers, ensuring adherence to financial and regulatory controls.

In Short

  • Support Investment Operations for business stakeholders and customers.
  • Execute and deliver on investment product and service processes.
  • Provide advice and guidance on solution implementation.
  • Communicate with internal partners and external customers.
  • Monitor performance and address issues.
  • Analyze data to provide insights and recommendations.
  • Participate in planning and implementation of projects.
  • Resolve standard issues and escalate non-routine problems.
  • Develop and maintain effective relationships with stakeholders.
  • Support change management activities.

Requirements

  • 3-5 years of relevant experience in a related field.
  • In-depth knowledge of relevant systems and technology.
  • Understanding of business unit products, services, and controls.
  • Strong customer service skills.
  • Proficient in MS Word, Excel, and PowerPoint.
  • Excellent verbal and written communication skills.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and collaboratively.
  • Good prioritization skills.
  • In-depth collaboration and influence skills.

Benefits

  • Health insurance.
  • Tuition reimbursement.
  • Accident and life insurance.
  • Retirement savings plans.
  • Performance-based incentives.
  • Discretionary bonuses.
  • Tools and resources for career growth.
  • Inclusive and equitable workplace environment.
  • Support for personal development.
  • Networking opportunities.

B.O.M

Bank of Montreal

Bank of Montreal (BMO) is a leading financial institution committed to 'Boldly Grow the Good' in business and life. With a focus on creating lasting, positive change for customers, communities, and employees, BMO offers a wide range of services including personal and commercial banking, wealth management, and investment services to over 12 million customers globally. As the 8th largest bank in North America by assets, BMO emphasizes innovation, collaboration, and inclusivity, providing employees with the tools and resources needed for professional growth and impactful contributions. The bank is dedicated to building strong relationships and driving economic growth while maintaining a commitment to equity and accessibility in the workplace.

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