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Remote Investment Services Specialist
Remote / Online - Candidates ideally in
Mesa, Maricopa County, Arizona, 85201, USA
Listed on 2026-06-14
Mesa, Maricopa County, Arizona, 85201, USA
Listing for:
BMO U.S.
Remote/Work from Home
position Listed on 2026-06-14
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
BMO U.S. is looking for an Investment Service Specialist to provide superior customer service and support to clients, primarily in the financial services sector. You will handle inquiries, account management, and assist with investment products including mutual funds and certificates of deposit.
The ideal candidate will possess strong communication and problem-solving skills, along with experience in customer service and financial knowledge. A valid SIE, Series 7, and 66 certification are required.
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