Wealth Operations & Client Support Specialist

BMO Harris Bank; Chicago (IL); On-site; USD 45,000 - 83,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement plans/401(k)

Job summary

BMO Harris Bank in Chicago is seeking a customer shared services professional to support Investment Operations. The role involves providing guidance, analyzing data, and delivering timely, accurate service while adhering to regulatory controls.

You will collaborate with internal and external partners, prepare reports, and contribute to process improvements in a risk-conscious environment. This position emphasizes customer service, problem solving, and operational integrity.

Qualifications

• Typically 3–5 years of relevant experience and a post-secondary degree or equivalent.
• Knowledge and experience using relevant systems and technology - In-depth.
• Knowledge of the business unit's products, processes and controls - In-depth.
• Knowledge of risk and regulatory requirements - In-depth.
• Verbal & written communication skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Collaboration & team skills - In-depth.
• Specialized knowledge from education/work experience.
• Prioritization skills - Good.
• Customer service skills - In-depth.

Responsibilities

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports execution of strategic initiatives with internal and external stakeholders.
• Communicates with internal partners and external customers in response to inquiries.
• Monitors performance and addresses issues.
• Analyzes data to provide insights and recommendations.
• Gathers data into reports and dashboards.
• Supports change management and project implementations.
• Delivers accurate processing of transactions per SLAs.
• Solves standard problems and escalates non-routine issues as needed.
• Develops relationships to meet service delivery expectations.

Skills

Verbal & written comms

Analytical thinking

Collaboration

Influence skills

Prioritization

Customer service

PC skills

Systems knowledge

Specialized knowledge

Education

Post-secondary degree

Tools

MS Word

Excel

PowerPoint

Job description

BMO Harris Bank in Chicago is seeking a customer shared services professional to support Investment Operations. The role involves providing guidance, analyzing data, and delivering timely, accurate service while adhering to regulatory controls.

You will collaborate with internal and external partners, prepare reports, and contribute to process improvements in a risk-conscious environment. This position emphasizes customer service, problem solving, and operational integrity.