Remote Investment Services Specialist
Remote / Online - Candidates ideally in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-06-28
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for:
BMO U.S.
Remote/Work from Home
position Listed on 2026-06-28
Job specializations:
-
Customer Service/HelpDesk
Job Description & How to Apply Below
BMO U.S. is seeking an Investment Service Specialist to provide superior customer service and support clients with their account inquiries. This role includes service-oriented client support, risk management, and building customer loyalty. Candidates should have 2-3 years of experience in financial services, excellent problem-solving skills, and compliance awareness. You will work on client trades, account maintenance, and offer insights into investment products.
The position offers a salary range of $41,714 - $77,500 with a full compensation package that includes health insurance and retirement savings plans.
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