Customer Support Advisor, Bilingual in French and English

🕒 August 5

🇨🇦 Canada – Remote

💵 $35.5k - $65k / year

⏰ Full Time

🟢 Junior

💝 Customer Support

🚫👨‍🎓 No degree required

👻 Ghost score 35%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Make outbound calls to BMO InvestorLine clients to request missing items and clarify document requirements • Follow up on incomplete applications or missing documentation and communicate requirements • Respond to client inquiries, issues, and requests professionally and in a timely manner • Review submitted documents, identify gaps, and guide clients on next steps • Manage client interactions end-to-end, resolving requests or routing them to appropriate internal teams • Escalate complex or unresolved issues to senior team members • Accurately document client interactions and record updates according to procedures • Maintain confidentiality of client and Bank information • Monitor and report suspicious activity in line with Anti-Money Laundering requirements • Adhere to regulatory and compliance standards • Stay informed on internal processes, policies, and relevant updates • Complete assigned tasks within defined guidelines and escalate issues as needed

🎯 Requirements

• Typically 1–2 years of relevant experience • Post-secondary education in a related field is an asset or equivalent combination of education and experience • Fluency in spoken French and English • High school diploma or equivalent work experience required • Good organizational, collaboration, and teamwork skills • Basic understanding of risk management and compliance practices • Familiarity with BMO InvestorLine products and services is an asset • Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred • Availability to work between 8:00AM and 8:00PM EST Monday to Friday • Ability to work 37.5 hours per week • Ability to maintain confidentiality of client and Bank information • Compliance with AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses • Other perks and rewards • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones • Accommodations available on request for candidates taking part in all aspects of the selection process