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Bilingual Customer Service Representative

BMO Financial Group

This is a Contract position in Gorham, ON posted September 30, 2021.

Company OverviewBMO is an organization driven by a shared Purpose: Boldly Grow the Good in business and life.

It calls on members of its team, to create lasting, positive change for its customers, its communities, and its people.

By working together, innovating, and pushing boundaries, BMO transforms lives and businesses, and powers economic growth around the world.As a contract worker on the BMO team, you are valued, respected, and heard, and you have more ways to grow and make an impact.

BMO strives to help you make an impact from day one – for yourself and BMO’s customers.Job DescriptionBMO is currently sourcing for a Bilingual Customer Service Representative position on a 13
– month contract.

The Client Services Representative is accountable to manage all customer service inquiries from managing general agencies (MGAs), brokers and policyholders to support BMO Life Assurance.

Customer service inquires may be received from phone, e-mail and written mail.

Quality and professionalism is the key when responding.

Here are some of the key requirements and responsibilities included in this role: RESPONSIBILITIES INCLUDE (but are not limited to): Provide accurate and professional service to MGAs, brokers and policyholders by telephone, mail or e-mail including, but not limited to, the following activities:o Answering client/broker inquiries & provide accurate information about BMO Life Assurance productso Run simple in-force illustrationso Requesting information from internal departments to ensure the accurate and timely production of related information for policyholders/brokers.o Responding to policy information requests from beneficiaries, families of policyholders, funeral directors, government agencies, lawyers and follow established protocols.o Performing required administrative tasks simple and complex for clientso Managing time sensitive financial transactions which requires understanding of market timing and the impact of backdatingo Understanding the impact of the movement of money within the organization as it relates to AML guidelines to meet OSFI audit requirementso Responding to and resolving client issues and escalating, if required.o Process client service requests according to established guidelineso In-depth knowledge of all system applications used to administer products and serves i.e.

CAPSIL/INGENIUM -Follow established procedures in all communications with clients
– by phone, e-mail or written
– to ensure that compliance requirements are met for all scenarios-Create and maintain computer records on all systems to ensure accuracy of client information-Assisting with phone calls, emails, and/or processing client requestsQualificationsInvestment knowledge experience : 3 years (Required)Customer service experience : 3 years (Required)English/French bilingualism : 3 years (Required)Manage telephone inquiries : 3 years (Required)INGENIUM/CAPSIL Skills : 3 years (Desired)Education/CertificationsLOMA 1 and 2 designation (Required)The BMO Contractor Talent Network provides job seekers with direct access to BMO contract job opportunities as soon as they are released.

Contract job seekers can create a profile in the BMO Contractor Talent Network portal.

Using your profile, you can choose to receive notifications and apply directly when jobs of interest become available.

BMOis 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.

About the BMO Contractor Talent Network This contract job with BMO has been posted by Procom, BMO’s recruitment service partner supporting the BMO Contractor Talent Network.

Should you be selected for this contract engagement, Procom will act as the employer of record or the agency of record for your contract engagement.

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