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Remote Investment Services Specialist – Client Champion
Remote / Online - Candidates ideally in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-08-02
San Jose, Santa Clara County, California, 95199, USA
Listing for:
BMO
Remote/Work from Home
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
BMO Financial Group in the United States seeks an Investment Service Specialist to provide our clients with superior service, answer account questions, process transfers and trades, and support online Wealth websites.
This remote role emphasizes referring opportunities to BIS Financial Advisors, maintaining client records, and using tools such as Client Works, Salesforce and Moneyguide-Pro to manage relationships while complying with industry regulations.
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