Investment Specialist

🕒 Maio 22

🌵 Arizona, Illinois, +2 estados a mais – Remoto

🌵 Arizona – Remote 🌽 Illinois – Remote 🌾 Nebraska – Remote 🧀 Wisconsin – Remote

💵 $41.714 - $77.500 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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BMO U.S.

SiteLinkedInTodas as Vagas

5001 - 10000 funcionários

🏦 Bancário

💸 Finanças

💳 Fintech

Banking • Finance • Fintech

No BMO, banco é o nosso compromisso pessoal em ajudar as pessoas em cada etapa de suas vidas financeiras.

Descrição

• Service incoming phone calls and emails from clients in a professional manner within service level goals • Provide comprehensive client service and account management to clients, including executing trades on client account open requests, facilitating customer asset transfers, and providing general information on accounts and products • Uncover referral opportunities to Financial Advisors as opportunities arise during the customer conversation • Resolve any client issue or concern quickly and effectively to retain the relationship and build future opportunities for growth

🎯 Requisitos

• Minimum 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry • Valid and active SIE, Series 7, 66 (or 65+63) is required • Series 65 obtained within 6 months of employment • Bachelor’s degree preferred with emphasis on finance or economics • Basic knowledge of a Financial Planning process • Solid knowledge of markets and investment products • Strong working knowledge of financial industry

🏖️ Benefícios

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans