Investment Specialist - Remote

BMO

IL, US
Base: $41,714.00 - $77,500.00; bonus/equity: not s...
Fully remote
Superior customer service experience
Assist clients with account questions
Handle investment inquiries and transactions
The primary responsibility is to provide clients a superior customer service experience, assisting with account questions and transactions

Job Summary

  • The primary responsibility is to provide clients a superior customer service experience, assisting with account questions and transactions.
  • This role involves uncovering opportunities to refer clients to Financial Advisors and internal business partners, aiming to build customer loyalty.
  • BMO offers a comprehensive total compensation package including performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The primary responsibility is to provide clients a superior customer service experience, assisting with account questions and transactions.

Salary

Base: $41,714.00 - $77,500.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Superior customer service experience
  • Assist clients with account questions
  • Handle investment inquiries and transactions
  • Uncover referral opportunities
  • Remote work opportunity

Nice-to-have

  • Build and solidify customer loyalty
  • Innovative problem-solving skills
  • Proactive client engagement

Key Requirements

  • Minimum 2 – 3 years experience
  • Valid and active SIE, Series 7, 66 (or 65+63)
  • Series 65 obtained within 6 months
  • Bachelor’s degree preferred
  • High level of integrity (Clean U-4)

Work Rights

Not specified

Tailored Resume

Cover Letter