Remote Investment Services Specialist - Client Trading & Support
Remote / Online - Candidates ideally in
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listed on 2026-07-31
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for:
BMO
Remote/Work from Home
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
BMO Investment Services is seeking an Investment Service Specialist to provide superior client service as the first point of contact for accounts. You will handle inquiries, assist with account maintenance, and support online trading and transfers across Wealth platforms.
The role emphasizes service delivery, referral opportunities to Financial Advisors, and compliance. A background in finance with applicable licenses is required, with a focus on building lasting client relationships.
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