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Investment Specialist - Remote
BMO Financial Group
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Virtual, United States
Location
Virtual
Posted
June 03, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
****Remote Opportunity****
**Work Schedule: Monday-Friday, 10 am to 7pm Central Time**
The BMO Investment Services (BIS) Investment Service Specialistβs primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty.
This position...
**Work Schedule: Monday-Friday, 10 am to 7pm Central Time**
The BMO Investment Services (BIS) Investment Service Specialistβs primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty.
This position...