Remote Investment Services Specialist - Client Support Pro
Champaign, Champaign County, Illinois, 61820, USA
Listed on 2026-10-27
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Finance & Banking
Financial Advisor / Consultant, Financial Services, Banking & Finance, Financial Analyst
BMO Financial Group is seeking an Investment Service Specialist to provide superior client service, assist with account activities, and handle routine investment inquiries. This role acts as first contact for clients and supports referrals to Financial Advisors.
Responsibilities include processing trades, account maintenance, and navigating Wealth website tools, with a strong emphasis on accuracy and regulatory compliance.
We would love to welcome a new Remote Investment Services Specialist - Client Support Pro to our team in IL, United States.
The position is based in IL, 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.
Full responsibilities and requirements are described in the listing above.
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