Remote Investment Services Specialist
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
The BMO Investment Services (BIS) Investment Service Specialist delivers a superior client service experience as the primary contact for accounts. You will handle inquiries, assist with password resets, account openings, transfers, and provide quotes and navigation assistance on Wealth platforms.
Role requires strong communication, problem solving, and the ability to identify referral opportunities to Financial Advisors. SIE and Series 7/66 are preferred; a finance/economics degree is desirable.
We are seeking a motivated Remote Investment Services Specialist to join BMO U.S. in United States.
The position is based in United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 42.000 - 80.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Remote Investment Services Specialist role in the description above.
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