Investment Specialist

🕒 July 30

🧀 Wisconsin – Remote

🧀 Wisconsin – Remote

💵 $42k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 25%

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

WebsiteLinkedInAll Job Openings

10,000+ employees

🏦 Banking

💸 Finance

🔥 Funding within the last year

💰 $142.9M Post IPO debt on 2025-11

Banking • Finance

BMO is the Bank of Montreal, a major Canadian financial institution that provides retail and commercial banking services in Canada and the United States. The provided site text highlights separate Canadian and U. S. banking experiences and bilingual (English/French) support, indicating a consumer-facing bank serving individuals and businesses across North America.

📋 Description

• Provide superior customer service as the first point of client contact • Assist clients with password resets, qualified account opening and maintenance, account balances, account details, money movements, account transfers, quotes, fixed income and market-linked certificate of deposit inquiries, purchases and redemptions, and Wealth website navigation • Service incoming phone calls and emails within service-level goals • Execute trades, including mutual fund and other brokerage product purchases • Facilitate customer asset transfers and account maintenance • Provide account, product, and transaction information • Assist with online trade execution and provide basic technical assistance • Process account openings and maintenance documentation • Use the client relationship management system to track activities and contacts • Identify referral opportunities to Financial Advisors and BMO Harris Bank colleagues • Participate in outbound calling campaigns • Act as a secondary contact when assigned Financial Advisors are unavailable • Provide customized service to mass-market clients • Support requests involving mutual funds, fixed income, certificates of deposit, managed asset allocation programs, insurance products, fixed annuities, variable annuities, and life insurance • Resolve client issues and escalate formal complaints to the Manager and/or Compliance Officer • Maintain knowledge of investment products, solutions, regulations, and competitive trends • Perform service activities in compliance with firm and regulatory requirements • Maintain accurate client and transaction records • Use approved marketing literature to mitigate risk

🎯 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 • Experience working with managed products and/or financial Planning services • High level of integrity (Clean U-4) • Strong customer service and communication skills • One-on-one and group presentation skills • Excellent problem-solving skills • Demonstrated ability to refer financial opportunities • Ability to work Monday-Friday, 10 am to 7 pm Central Time

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Tools and resources to reach new milestones