Investment Specialist

🕒 May 22

🌵 Arizona, Illinois, +2 more states – Remote

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

💵 $41.7k - $77.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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

• 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

🎯 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