Provides end-to-end support for BMO mutual funds, ETFs, segregated funds, term investments, and savings products for internal and external stakeholders. Delivers operational processes and provides after-sales support to the personal wealth and asset management businesses and stakeholders. Areas of operational expertise include Broker/Dealer and Private Bank support, Asset Management, Investment Funds, and Life Insurance. 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.

Customer service skills Good.PC skills (MS Word, Excel, PowerPoint) Good.Specialized knowledge.Verbal & written communication skills - Good.

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.