Investment Specialist
Bmo
BMO is seeking a remotely based Investment Service Specialist to deliver superior client service for BIS clients. You will be the first contact, handling account questions, transfers, and basic technical assistance while aiming to build client loyalty. Role emphasizes uncovering referral opportunities to Financial Advisors, outbound campaigns, and collaboration with internal partners. Strong licensing and finance knowledge are essential. #J-18808-Ljbffr
Vacancy posted 18 hours ago
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