Application Deadline:

04/12/2026

Address:
250 Yonge Street

Job Family Group:

Customer Shared Services

Provides operational support to the Investment Operations function by executing investment product and service processes in accordance with regulatory, risk, and operational controls. Acts as a key point of contact for internal business partners and external stakeholders, delivering timely, accurate, and efficient service. Supports strategic initiatives, change management, reporting, and continuous improvement efforts while working independently within established guidelines.

Key Accountabilities

• Execute and deliver investment product and service processes in alignment with financial, regulatory, and operational controls.
• Provide accurate, timely processing of transactions, reconciliations, activities, and services to meet stakeholder needs and Service Level Agreements (SLAs).
• Respond to standard and non-standard inquiries from internal business partners and external clients with consistent, knowledgeable, and customer-focused communication.
• Monitor workload queues (e.g., Helpdesk and ServiceNow), prioritize urgent requests, track open issues, and ensure timely follow-up and resolution.
• Analyze data and issue trends to identify root causes, provide insights, and recommend solutions or process improvements.
• Gather, analyze, and format data for regular and ad-hoc reports and dashboards for business stakeholders.
• Identify and resolve standard operational issues; escalate non-routine or complex issues to senior team members or management as required.
• Support the execution of strategic initiatives and projects, including planning, testing, implementation, and sustainment activities.
• Contribute to change management initiatives related to new or revised products, services, systems, or processes.
• Update and maintain internal documentation, procedures, FAQs, and training materials based on recurring issues and process changes.
• Collaborate with internal and external stakeholders to deliver on business objectives and maintain effective working relationships.
• Act as a problem-solving resource and provide guidance to more junior team members as appropriate.
• Exercise sound judgment and take measured risks by applying the Bank's Risk Management Framework and Risk Culture in day-to-day decision-making.
• Develop and maintain a strong understanding of regulatory requirements and operational risks to protect the integrity of business operations.
• Work primarily independently while contributing to team goals and broader departmental initiatives as assigned.

Daily / Ongoing Activities

• Review, triage, and respond to Helpdesk and email inquiries.
• Manage and update request tickets and outstanding items.
• Perform daily reconciliations and resolve discrepancies.
• Communicate status updates to stakeholders and internal partners.
• Prepare reports and dashboards for issue tracking and performance monitoring.
• Participate in team meetings to share insights and collaborate on improvements.
• Document solutions and contribute to knowledge-sharing materials.
• Plan and prioritize follow-ups to ensure service continuity.

Required Qualifications

• Typically 3-5 years of relevant experience in investment operations, financial services, or a related operational support role.
• Post-secondary degree in a related field or an equivalent combination of education and experience.
• In-depth knowledge of investment operations products, services, processes, controls, and regulatory requirements.
• Strong analytical, problem-solving, and decision-making skills.
• Excellent verbal and written communication skills.
• In-depth customer service orientation with the ability to manage diverse stakeholder needs.
• Proven ability to prioritize tasks and manage workload in a fast-paced environment.
• Advanced PC skills, including MS Excel, Word, and PowerPoint.
• Experience with operational systems and tools such as Global Plus, i-Match, Fundserv, and ticketing systems (e.g., ServiceNow).
• Demonstrated collaboration, influence, and relationship-management skills.
• High attention to detail and commitment to accuracy and quality.

Key Competencies

• Analytical Thinking
• Customer Focus
• Communication & Collaboration
• Risk Awareness & Compliance
• Process Improvement Mindset
• Adaptability & Time Management

Salary :

$45,500.00 - $84,500.00

Pay Type:

Salaried

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.