Senior Customer Service Representative, Private Wealth

Senior Customer Service Representative, Private Wealth

Location: Toronto, ON, CAN

Time Type: Full time

Application Deadline: 10/20/2024

Address: 100 King Street West

Job Family Group: Wealth Sales & Service

Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.

• Manages client documentation for correspondence and set-up.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Supervises the day-to-day operational activities by coordinating the work flow of less-experienced staff.
• Organizes and files records of office activities and business transactions. Administers a filing system to ensure the availability of reports, forms, and other documentation.
• Creates, maintains, and enters information into databases.
• Assists with the coordination and processing of work orders for equipment warranties, maintenance, and repairs.
• Maintains office supplies inventory and orders.
• Schedules meetings and coordinates meeting facilities and set-up.
• Liaises with internal and external partners to coordinate changes to premises with minimal interruptions to business operations.
• Identifies and escalates all irregularities and discrepancies to management.
• Performs various operational activities to meet business objectives, client needs, and maintain overall service levels.
• Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities.
• Meets high quality service standards to maximize relationship retention and growth.
• Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes complex & diverse tasks within given rules/limits.
• Analyzes issues and determines next steps; escalates as required.
• Broader work or accountabilities may be assigned as needed.

Qualifications:

• 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.
• Basic specialized knowledge.
• Good verbal & written communication skills.
• Good organization skills.
• Good collaboration & team skills.
• Good analytical and problem-solving skills.

Salary: $32,700.00 - $48,600.00

Pay Type: Salaried

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 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.