Remote Investment Service Specialist
Remote / Online - Candidates ideally in
Rockford, Winnebago County, Illinois, 61103, USA
Listed on 2026-06-23
Rockford, Winnebago County, Illinois, 61103, USA
Listing for:
Bank of Montreal
Remote/Work from Home
position Listed on 2026-06-23
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Bank of Montreal is seeking an Investment Service Specialist for a remote role in North America. The ideal candidate will have 2-3 years of experience in customer service within financial planning or related fields, and must hold an active SIE and Series 7 certification.
This position offers the opportunity to provide clients with excellent service, execute trades, and maintain comprehensive client records while ensuring compliance with regulatory policies.
Compensation ranges from $41,714 to $77,500, including additional incentives and comprehensive benefits.
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