Partner Support Specialist, Bilingual in French and English

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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

• Provide professional support to BMO Partners with inquiries, account openings, transfers, and ongoing account maintenance • Act as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners • Own and follow up on complex files and support Partners with investment-related services • Understand customer needs and deliver tailored wealth and investment-related solutions • Manage transactional outcomes and escalate unresolved or complex situations • Review and process documentation for accuracy and completeness • Maintain knowledge of investment markets, trends, and practices and integrate insights into customer conversations • Incorporate relevant marketing programs and promotions into customer interactions • Adhere to AML, terrorist financing, FCAC consumer provisions, Privacy Act, and other regulatory requirements • Identify and report suspicious activity related to money laundering or other financial crimes • Initiate outbound calls when needed to resolve complex situations and ensure customer satisfaction • Complete diverse tasks within established guidelines and handle escalations from other employees

🎯 Requirements

• 2–3 years of relevant experience, ideally in financial services or investment operations • Post-secondary education in a related field or equivalent work experience • Strong knowledge of BMO Investment / BMO InvestorLine products and services • Understanding of competitive market trends and product offerings • Familiarity with risk management and compliance practices • Excellent verbal and written communication skills • Bilingualism in French and English • Strong collaboration and team skills • Analytical thinking and problem-solving capabilities • Fluency in French and English to support clients and team members inside or outside Quebec

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process