Remote Wealth & Investment Specialist

BMO; United States; Remote; USD 42.000 - 80.000; Vollzeit

Benefits dieser Stelle

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Zusammenfassung

BMO Financial Group is hiring an Investment Service Specialist to deliver superior client service in a remote setting. You will handle inquiries, execute trades, manage transfers, and provide product information while maintaining compliance and accurate client records.

The role emphasizes service to mass-market clients, collaboration with Financial Advisors, and opportunities to grow the investment book of business. A strong compliance mindset and relevant licenses are required.

Qualifikationen

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

Aufgaben

• Serve incoming calls and emails professionally within SLA; uncover opportunities.
• Provide account information, perform transfers, and assist with online trade execution.
• Execute trades on client accounts and support account opening/maintenance procedures.
• Uncover referral opportunities to Financial Advisors and other bank partners.

Kenntnisse

Customer service

Presentation skills

Problem solving

Referral opportunities

Ausbildung

Bachelor’s degree preferred (finance/economics)

SIE license

Series 7 license

Series 66 (or 65+63) license

Series 65 within 6 months

Tools

LPL ClientWorks

Salesforce

Moneyguide-Pro

Jobbeschreibung

BMO Financial Group is hiring an Investment Service Specialist to deliver superior client service in a remote setting. You will handle inquiries, execute trades, manage transfers, and provide product information while maintaining compliance and accurate client records.

The role emphasizes service to mass-market clients, collaboration with Financial Advisors, and opportunities to grow the investment book of business. A strong compliance mindset and relevant licenses are required.