Customer Support Advisor, BMO Investorline

BMO•VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO, ON

1d•CA$34,750 - CA$51,800•Remote

About The Position

This is a 100% work-from-home role, including training, with availability to work between 8:00 AM and 8:00 PM EST Monday to Friday (37.5 hours per week). The role involves making outbound calls to clients to request any missing items and clarify document requirements to facilitate timely processing.

Requirements

High school diploma or equivalent work experience required.
Good organizational, collaboration, and teamwork skills.
Basic understanding of risk management and compliance practices.

Nice To Haves

Typically 1–2 years of relevant experience; post-secondary education in a related field is an asset or equivalent combination of education and experience
Fluency in spoken Mandarin and or Cantonese is strong asset.
Familiarity with BMO InvestorLine products and services is an asset.
Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.

Responsibilities

Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements.
Respond to client inquiries, issues, and requests in a professional and timely manner.
Review submitted documents, identify gaps, and guide clients on next steps to ensure completion.
Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams.
Escalate complex or unresolved issues to senior team members when required.
Accurately document all client interactions and ensure updates are recorded in accordance with procedures.
Maintain confidentiality of client and Bank information at all times.
Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements.
Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements.
Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients.
Complete assigned tasks within defined guidelines and escalate issues as needed.