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Remote Investment Services Specialist

Remote / Online - Candidates ideally in
Chicago, Cook County, Illinois, 60290, USA
Listing for: BMO U.S.
Remote/Work from Home position
Listed on 2026-06-16
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below

BMO U.S. is seeking a Remote Investment Service Specialist to join our Investment Services team. You will serve as the first point of contact for clients, assisting them with account inquiries and ensuring a superior customer service experience.

The ideal candidate should have a minimum of 2-3 years of customer service experience in finance, proficiency in various financial tools, and the ability to manage client relationships effectively. Health insurance, tuition reimbursement, and retirement plans are included in our benefits.

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