Remote Investment Services Specialist
Bmo
BMO Financial Group's BIS Investment Services seeks an Investment Service Specialist to deliver superior client support. As the first point of contact, you handle account inquiries, transfers, and online navigation across Wealth platforms, guiding clients through complex features and product offerings. The role emphasizes 70% service and 30% risk management, requiring active SIE, Series 7/66 (or 65+63) licenses and a finance-oriented degree.
#J-18808-LjbffrVacancy posted 3 days ago
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