Remote Client Support & Onboarding Advisor

BMO; United States; Remote; USD 36,000 - 65,000; Full time

Benefits offered by this job

Health Insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a remote agent to contact InvestorLine clients, chase missing documentation, and guide completion of applications. You will handle inquiries, communicate requirements, and document interactions with strict AML and privacy standards from home, Monday–Friday, 8:00AM–8:00PM EST (37.5 hours weekly).

Ideal candidates have 1–2 years of experience, bilingual English/French, a high school diploma, and strong organizational skills.

Qualifications

• 1–2 years of relevant experience; post-secondary education asset or equivalent.
• Fluency in spoken French and English.
• Good organizational, collaboration, and teamwork skills.
• Basic understanding of risk management and compliance practices.
• Familiarity with BMO InvestorLine products and services is an asset.
• Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.

Responsibilities

• Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements.
• Respond to client inquiries, issues, and requests in a professional and timely manner.
• Review submitted documents, identify gaps, and guide clients on next steps to ensure completion.
• Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams.
• Escalate complex or unresolved issues to senior team members when required.
• Accurately document all client interactions and ensure updates are recorded in accordance with procedures.
• Maintain confidentiality of client and Bank information at all times.
• Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements.
• Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements.
• Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients.
• Complete assigned tasks within defined guidelines and elevate issues as needed.

Skills

Outbound calling

Professional communication

Bilingual English/French

Education

High school diploma or equivalent

Job description

BMO Financial Group is seeking a remote agent to contact InvestorLine clients, chase missing documentation, and guide completion of applications. You will handle inquiries, communicate requirements, and document interactions with strict AML and privacy standards from home, Monday–Friday, 8:00AM–8:00PM EST (37.5 hours weekly).

Ideal candidates have 1–2 years of experience, bilingual English/French, a high school diploma, and strong organizational skills.