Investment Specialist

Job not on LinkedIn

🕒 July 24

🌵 Arizona, Illinois, +2 more states – Remote

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

💵 $42k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

🚫👨‍🎓 No degree required

👻 Ghost score 27%

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 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 superior customer service as the first point of client contact • Assist clients with account questions, password resets, qualified account opening and maintenance, account balances, money movements, account transfers, quotes, fixed income and market-linked certificate of deposit inquiries, purchases and redemptions, and Wealth website navigation • Execute trades on client account open requests, including mutual funds and other brokerage products • Facilitate customer asset transfers into the bank and perform required account maintenance • Provide account, product, and transaction information • Respond to web navigation queries, assist online trade execution, and provide basic technical assistance • Process account opening and maintenance documentation • Use the client relationship management system to track activities and contacts • Identify and refer opportunities to BIS Financial Advisors and BMO Harris Bank colleagues • Participate in outbound calling campaigns to grow the investment business • Act as a secondary contact when an assigned Financial Advisor is 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 concerns quickly and effectively; immediately share formal complaints with the Manager and/or Compliance Officer • Maintain knowledge of LPL’s ClientWorks, Salesforce, and MoneyGuidePro • Maintain knowledge of investment products, solutions, regulatory requirements, and competitive trends • Perform service activities in compliance with firm and regulatory requirements and policies • Adhere to the Compliance Manual for BIS Financial Advisors • Conduct business according to banking and brokerage regulations, including NASD, SEC, Federal Reserve, and Internal Audit requirements • Maintain accurate client and transaction records • Use approved marketing literature to mitigate risk and exposure

🎯 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, and Series 66 (or Series 65+63) 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

🏖️ 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