Wealth Management Support Specialist

BMO U.S.

BMO bank Wealth Management Support Specialist supporting Investment Operations, products, transactions, and stakeholder inquiries. Analyzing data, reconciling records, and maintaining regulatory and risk controls.

Posted 8/18/2026full-timeChicago • California, Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $83,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Investment Operations, regulatory compliance, and risk management while providing exceptional customer service and support for business stakeholders. Proficient in data analysis, reporting, and process improvement to enhance operational efficiency.

Highest-signal resume keywords

Investment Operations SupportRegulatory ComplianceData AnalysisCustomer Service SkillsRisk Management Principles

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProcess ImprovementTransaction ProcessingRegulatory RequirementsBusiness Unit Products KnowledgeMS WordMS ExcelMS PowerPointPerformance MonitoringChange Management

Soft Skills

Verbal CommunicationWritten CommunicationCollaborationProblem-SolvingPrioritization

Industry Keywords

Financial ControlsOperational GuidelinesStakeholder RelationshipsContinuous ImprovementRisk Management Framework

About the role

Key responsibilities & impact

Provide support and service for BMO’s Investment Operations function and business stakeholders/customers
Execute Investment product and service processes in compliance with financial and regulatory controls and operational guidelines
Advise assigned business/groups on solution implementation
Support strategic initiatives with internal and external stakeholders
Respond to standard and non-standard inquiries from internal business partners and external customers
Monitor and track performance and address issues
Analyze data and information to provide insights and recommendations
Gather and format data into regular and ad-hoc reports and dashboards
Support change management execution and sustainment activities
Deliver timely, accurate, and efficient service
Resolve standard issues and escalate non-routine issues
Provide problem-solving support to junior staff
Contribute to continuous improvement of business processes and procedures
Participate in planning, testing, and implementation of projects, products, services, and processes
Process transactions and activities accurately and in compliance with regulatory and risk controls
Check and reconcile information and documentation for accuracy and completeness
Identify, analyze, and resolve issues or escalate as required
Communicate and collaborate with internal and external stakeholders
Maintain stakeholder relationships and service delivery expectations
Maintain understanding of regulatory requirements and operational risks
Collaborate on new processes/systems and improvements to existing systems and processes
Support development of tools and delivery of training
Apply BMO’s Risk Management Framework and make risk-informed decisions aligned with business strategy and applicable policies, laws, and regulations

Requirements

What you’ll need

Typically 3–5 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
In-depth knowledge and experience using relevant systems and technology
In-depth knowledge of business unit products, services, processes, and controls
In-depth knowledge of business risk and regulatory requirements
Good prioritization skills
In-depth customer service skills
In-depth PC skills, including MS Word, Excel, and PowerPoint
Specialized knowledge from education and/or business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
Ability to apply risk management principles and comply with policies, laws, and regulations

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses
Other perks and rewards
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Reasonable accommodations for individuals with disabilities