Case Manager, Estates, BMO Investorline - Bilingual preferred

Application Deadline:

Address:

Job Family Group:

We are looking for someone who has worked within BMO Investorline

Language Requirements for role: Strong verbal and written language skills in both French and English, preferred

Work from home

Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week)

Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers. Provides support, guidance, and expertise to client-facing employees to ensure customer experience during this difficult time is seamless and effortless.

• Provides advice and guidance to assigned business/group on implementation of solutions.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Develops and executes short term tactics/plans to drive specific behaviours, activities, and results.
• Completes all tasks (e.g., completing required bank forms) related to estate processes as per BMO’s audit requirements and ensures all required steps are completed.
• Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases.
• Reviews all legal documents provided by clients.
• Answers service requests and calls as needed.
• May make outbound calls to customers to request information.
• Maintains the confidentiality of customer and Bank information.
• Works in collaboration with BMO partners by providing subject matter expert advice on how to handle errors, complex issues, and escalations.
• Takes established processes and procedures to resolve errors and issues as needed.
• 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.
• Knowledge of Estate and Deceased topic – In-depth.
• Understanding of risk and regulatory requirements.
• Knowledge of systems and applications – In depth.
• Knowledge of workflow priorities and deadlines – Good.
• 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.

Salary:

Pay Type:

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

Salaries will vary based on factors such as location, skills, experience, …