Remote Investment Services Specialist - Client Support Pro

BMO; Illinois; Remote; 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 Financial Group is seeking an Investment Service Specialist to provide superior client service, assist with account activities, and handle routine investment inquiries. This role acts as first contact for clients and supports referrals to Financial Advisors.

Responsibilities include processing trades, account maintenance, and navigating Wealth website tools, with a strong emphasis on accuracy and regulatory compliance.

Qualifications

• 2–3 years of customer service in financial planning, securities, or insurance

Responsibilities

• Answer client questions about accounts and services
• Process account openings and maintenance
• Execute trades on client requests (mutual funds, brokerage products)
• Assist with transfers, balances, and quotes
• Provide information on accounts and products, respond to online queries
• Support outbound campaigns to grow investment business
• Refer opportunities to Financial Advisors as appropriate
• Use CRM to track activities and contacts

Skills

Customer service

Communication

Phone & email support

Financial product knowledge

Education

Bachelor's degree in finance/economics

Tools

LPL ClientWorks

Salesforce

Moneyguide-Pro

Job description

BMO Financial Group is seeking an Investment Service Specialist to provide superior client service, assist with account activities, and handle routine investment inquiries. This role acts as first contact for clients and supports referrals to Financial Advisors.

Responsibilities include processing trades, account maintenance, and navigating Wealth website tools, with a strong emphasis on accuracy and regulatory compliance.