Remote Investment Services Specialist: Client Care & Growth
Kenosha, Kenosha County, Wisconsin, 53140, USA
Listed on 2026-10-26
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Finance & Banking
Accounting & Finance, Financial Sales, Banking & Finance
BMO Financial Group is seeking an Investment Service Specialist to deliver exceptional client service, handle account queries, and process trade and transfer requests. You will act as a bridge to BIS Financial Advisors and internal partners, expanding client relationships while maintaining compliance.
The role emphasizes service excellence, risk awareness, and accurate record-keeping across a remote support model with a Monday–Friday schedule in the Central Time zone.
We invite applications for the Remote Investment Services Specialist:
Client Care & Growth position located in WI, United States.
All applications are reviewed carefully by our team.
The position is based in WI, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 42.000 - 80.000.
This role offers the option to work remotely.
We aim to respond to suitable candidates as soon as possible.
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