BMO U.S.
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.
Investment Specialist
🕒 June 19
🌵 Arizona, Illinois, +2 more states – Remote
💵 $41.7k - $77.5k / year
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis (FP&A)
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BMO U.S.
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
• Provide superior customer service experience as the first point of client contact • Assist clients with questions related to their accounts, including password resets and account openings • Service incoming phone calls and emails from clients within service level goals • Execute trades on client accounts and facilitate asset transfers • Resolve any client issue or concern quickly and effectively • Conduct business based on the rules and regulations of regulatory authorities
🎯 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
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