Remote Wealth & Investment Specialist
Embedded Shishya
New York, NY
- Remote job
BMO Financial Group is hiring an Investment Service Specialist to deliver superior client service in a remote setting. You will handle inquiries, execute trades, manage transfers, and provide product information while maintaining compliance and accurate client records. The role emphasizes service to mass-market clients, collaboration with Financial Advisors, and opportunities to grow the investment book of business. A strong compliance mindset and relevant licenses are required. #J-18808-Ljbffr Embedded Shishya
Vacancy posted 1 day ago
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