bmoPhoenix, AZ
Remote Investment Services Specialist
Remote Investment Services Specialist
Remote Investment Services Specialist
bmoPhoenix, AZ
yesterday
Securities, Commodities, and Financial Services Sales AgentsFinancial Clerks, All OtherFinancial Specialists, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)BMO Financial Group is hiring a BIS Investment Service Specialist to deliver superior client service in a remote, salaried role. You will be the first point of contact for client inquiries, handle account questions, and execute trades while ensuring compliance and accuracy.
You will identify opportunities to refer clients to Financial Advisors and internal partners, manage transfers and updates, and maintain client records with precision to strengthen loyalty and growth in the wealth services
Also on the board Same function, level within a rung
Level
Junior
Location
Phoenix, AZ
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
yesterday