Senior Service Rep jobs in United States
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BMO · 1 day ago

Senior Service Rep

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$38K/yr - $71K/yr
date2+ years exp

BMO is a financial institution committed to creating lasting positive change for customers, communities, and employees. The Senior Service Rep provides support and service for the Investment Operations function, ensuring adherence to financial and regulatory controls while executing product and service processes.

BankingCrowdfundingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Gathers and formats data into regular and ad-hoc reports, and dashboards
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities
May function as a problem-solving resource for more junior staff
Organizes work information to ensure accuracy and completeness
Executes routine tasks such as service requests, transactions, queries, etc. within relevant service level agreements
Provides accurate and timely processing of transactions, activities, services, etc. to respond to stakeholder requests in compliance with regulatory and risk controls
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 to execute work and fulfill service delivery expectations
Develops and maintains an understanding of the regulatory requirements and risks inherent in the operations to take appropriate actions and maintain operational integrity
Collaborates in the development / implementation of new processes/systems and changes / improvements to existing systems and processes
Supports the development of tools and delivery of training focused on delivering business results
Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees
Analyzes issues and determines next steps
Broader work or accountabilities may be assigned as needed

Qualification

Investment OperationsRegulatory requirementsData analysisCustomer servicePC skillsVerbal communicationWritten communicationOrganization skillsCollaboration skillsProblem solving

Required

Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
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 skills – Good
Customer service skills – Good
PC skills (MS Word, Excel, PowerPoint) – Good
Specialized knowledge
Verbal & written communication skills - Good
Organization skills - Good
Collaboration & team skills - Good
Analytical and problem solving skills - Good

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

Company

BMO

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Glassdoor3.6
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We’re a bank, but there’s more to it than that. ​ When you join BMO, it opens a world of opportunities.
dateFounded in 1817
location
Toronto, Ontario, CAN
people-size10001+ employees
web-link
http://www.bmo.com

H1B Sponsorship

BMO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (6)
2022 (4)
2021 (2)
2020 (2)

Funding

Current Stage
Public Company
Total Funding
$7.54B
2025-10-23Post Ipo Debt· $142.91M
2025-02-26Post Ipo Debt· $871.76M
2024-07-09Post Ipo Debt· $750M

Leadership Team

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David Casper
U.S. Chief Executive Officer
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Azam Dawood
Head Of Sourcing
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Recent News

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Company data provided by crunchbase