Location
Virtual, IL, United States
Posted
July 02, 2026
Job Description
****Remote Opportunity****
**Work Schedule: Monday-Friday, 10 am to 7pm Central Time**
The BMO Investment Services (BIS) Investment Service Specialist’s primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty.
This position...
**Work Schedule: Monday-Friday, 10 am to 7pm Central Time**
The BMO Investment Services (BIS) Investment Service Specialist’s primary responsibility is to provide our clients a superior customer service experience. Being the first point of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions related to their accounts. Inquiries or instructions around customer service will range from assisting with password resets, qualified (registered) account opening and maintenance, provide account balances and details regarding client accounts, money movements, account transfers, provide quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as well as general navigation of Wealth websites. The BMO Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty.
This position...