Remote Investment Services Specialist

BMO; Arizona; Hybrid; USD 42,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Investment Services seeks a dedicated Investment Service Specialist to provide superior client service, answer account questions, and support account maintenance. You will handle inquiries, process trades, and facilitate transfers while building client loyalty.

In this role you will work with BIS Financial Advisors and internal partners, using systems like ClientWorks and Salesforce to document activities and uncover opportunities for growth.

Qualifications

• 2–3 years of customer service experience in financial planning, securities, or insurance.
• SIE, Series 7, 66 (or 65+63) required; Series 65 within 6 months of employment.
• Bachelor’s degree preferred with emphasis on finance or economics.

Responsibilities

• Answer client questions and process account-related requests with professionalism and accuracy.
• Execute trades on client account openings and maintenance requests.
• Assist with asset transfers, account documentation, and online or web navigation inquiries.
• Identify opportunities to refer clients to BIS Financial Advisors and internal partners.
• Maintain client records and use CRM to track activities and contacts.

Skills

Customer service

Communication skills

Presentation skills

Problem solving

Opportunity referral

Education

Finance/Economics emphasis (Bachelor’s preferred)

Tools

ClientWorks

SalesForce

Moneyguide-Pro

Job description

BMO Investment Services seeks a dedicated Investment Service Specialist to provide superior client service, answer account questions, and support account maintenance. You will handle inquiries, process trades, and facilitate transfers while building client loyalty.

In this role you will work with BIS Financial Advisors and internal partners, using systems like ClientWorks and Salesforce to document activities and uncover opportunities for growth.