Investment Specialist - Remote

BMO Financial Group

Virtual, IL, US
Base: $41,714.00 - $77,500.00; bonus/equity: may i...
Fully remote
Series 7 and series 65 or 63+65 certification required
2-3 years financial services customer service experience
Knowledge of mutual funds and fixed income products
The primary responsibility is to provide superior customer service by assisting clients with account questions and maintenance

Job Summary

  • The primary responsibility is to provide superior customer service by assisting clients with account questions and maintenance.
  • This role serves as the first point of contact for clients and plays an integral role in referring opportunities to Financial Advisors.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The primary responsibility is to provide superior customer service by assisting clients with account questions and maintenance.

Salary

Base: $41,714.00 - $77,500.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Series 7 and Series 65 or 63+65 certification required
  • 2-3 years financial services customer service experience
  • Knowledge of mutual funds and fixed income products

Nice-to-have

  • Strong problem-solving and communication skills
  • Experience with LPL ClientWorks and SalesForce systems
  • Ability to uncover referral opportunities for advisors

Key Requirements

  • Valid SIE, Series 7, and 66 (or 65+63) license
  • Bachelor's degree preferred in finance or economics
  • Clean U-4 background check required

Work Rights

Not specified

Tailored Resume

Cover Letter