BMO·7 days ago
7 days ago
Investment Specialist - Remote
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What you'll do
- Provide superior customer service and support to our clients
- Assist clients with account inquiries
- Execute trades
- Uncover opportunities for financial advisors
- Build lasting client relationships
- Contribute to our investment services team
What they're looking for
- customer service
- communication skills
- problem solving
- financial planning
- investment products
- account management
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for an Investment Specialist to provide superior customer service and support to our clients. This remote role involves assisting clients with account inquiries, executing trades, and uncovering opportunities for financial advisors. Join us to build lasting client relationships and contribute to our investment services team.
Skills
- customer service
- communication skills
- problem solving
- financial planning
- investment products
- account management
- salesforce
- clientworks
- moneyguide-pro
- mutual funds
- regulatory compliance
- market knowledge
Company
BMO
Virtual, WI 53910, United States of America
Company facts come from this company's own listings. We only show what the postings themselves carry.