10/23/2024

Address:

100 King Street West

Customer Shared Services

BMO Capital Markets

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,800 professionals in 35 locations around the world, including 23 offices in North America.

BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$924 billion total assets and approximately 57,000 employees as of April 30, 2023.

The role is to support the Central New Accounts team within the Client Enablement group.

Responsibilities:

• Manage and maintain the online portal for electronic delivery of confirmations and statements.

• Enroll clients for electronic delivery of confirmations and statements.

• Review and manage clients’ physical return mail (confirmations and statements).

• Perform quality control review of the daily accounts opened.

• Perform data quality assurance checks in source product systems.

• Review escalations and queries from internal stakeholders.

• Coordinate work of the offshore teams.

• Design and produce regular and ad-hoc reports, and dashboards.

• Assist with data preparation and reconciliation for ongoing projects.

• Support management with data analysis and provide relevant insights/recommendations.

• Document and maintain operational procedures and processes.

• Think creatively and propose new automation solutions.

• Exercise judgment to identify, diagnose, and solve problems within given rules.

• Broader work or accountabilities may be assigned as needed.

Qualifications:

• Currently in undergraduate studies or masters program with a graduation date of April 2026 or onwards.
• Strong academic record- minimum 3.4 cGPA

• MS Office Suite (Word, Excel, PowerPoint) knowledge

• Analytical and problem-solving skills.

• Verbal and written communication skills.

• Team-work and collaboration skills.

• Business acumen and good judgement.

• Knowledge and experience in data management, data analysis, and automation.

• Interest in Capital Markets and Banking is a plus.

Desired programs would be Computer Science, Computer Engineering, Software Engineering, or related.

The campus job description above aligns to the full time job description below.

Onboards clients efficiently and effectively ensuring that clients are able to transact as quickly as possible within BMO. Ensures all internal requirements are satisfied (compliance/legal/regulatory/etc.) based on the applicable jurisdiction. Provides the client with clear and concise communications, knowledgeable and timely responses during onboarding to deliver an experience that strengthens the relationship with the client. Adheres to requirements mandated by the regulatory agencies in all geographic locations.

• Provides knowledgeable and timely responses to the client on onboarding activities to strengthen the relationship with the client.
• Completes onboarding activities as required to deliver service excellence.
• Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
• Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
• Analyzes data and information to provide insights and recommendations.
• 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.
• Completes required onboarding activities to enable the client to effectively transact within BMO.
• Works with the client to gather required documentation and share information with stakeholders as required in the onboarding process.
• Executes work to deliver timely, accurate, and efficient service.
• Organizes work information to ensure accuracy and completeness.
• Follows established parameters and documented policies and procedures. Escalates issues/concerns as required.
• Accurately documents client requests using the group’s tracking systems. Ensures all standards for documenting requests/issues are met.
• Builds effective relationships with internal/external stakeholders.
• Follows all internal requirements as defined in the onboarding process.
• Looks for potential process improvements opportunities to more efficiently and effectively meet the needs of clients and stakeholders.
• Focus may be on a business/group.
• Thinks creatively and proposes new solutions.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works mostly independently.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Specialized knowledge from education and/or business experience.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Please note the salary for this specific position is $60,000 CAD.

$44,500.00 - $82,500.00

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

We’re here to help

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.