Remote Investment Services Specialist

BMO U.S.

📍 wisconsin, wisconsin, United-States

Full-time Other-General

Job Description

BMO U.S. is seeking an Investment Service Specialist to provide superior customer service and support clients with their account inquiries. This role includes service-oriented client support, risk management, and building customer loyalty. Candidates should have 2-3 years of experience in financial services, excellent problem-solving skills, and compliance awareness. You will work on client trades, account maintenance, and offer insights into investment products.

The position offers a salary range of $41,714 - $77,500 with a full compensation package that includes health insurance and retirement savings plans.

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