Remote Investment Services Specialist
BMO
New York, NY
- Remote job
The BMO Investment Services (BIS) Investment Service Specialist delivers a superior client service experience as the primary contact for accounts. You will handle inquiries, assist with password resets, account openings, transfers, and provide quotes and navigation assistance on Wealth platforms. Role requires strong communication, problem solving, and the ability to identify referral opportunities to Financial Advisors. SIE and Series 7/66 are preferred; a finance/economics degree is desirable. #J-18808-Ljbffr BMO
Vacancy posted 2 days ago
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