Investment Specialist

🔥 3 hours ago

🌵 Arizona, Illinois, +2 more states – Remote

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

💵 $41.7k - $77.5k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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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 our clients a superior customer service experience • Assist with questions related to accounts, including password resets and account maintenance • Facilitate customer asset transfers and execute trades • Provide comprehensive client service including executing trades and conducting customer inquiries • Participate in outbound calling campaigns to grow the overall investment business

🎯 Requirements

• 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

🏖️ Benefits

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