Investment Service Specialist
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
The BMO Investment Services (BIS) Investment Service Specialist's primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty. This position also plays an integral role in uncovering opportunities to refer to BIS Financial Advisors and internal business partners within the bank.
