Remote Investment Services Specialist

BMO

Remote job

BMO Investment Services seeks a dedicated Investment Service Specialist to provide superior client service, answer account questions, and support account maintenance. You will handle inquiries, process trades, and facilitate transfers while building client loyalty. In this role you will work with BIS Financial Advisors and internal partners, using systems like ClientWorks and Salesforce to document activities and uncover opportunities for growth. #J-18808-Ljbffr BMO

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Vacancy posted 1 day ago

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