Investment Specialist
BMO U.S.
full-time
Posted on:
Location Type: Remote
Location: Arizona • New York • United States
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Salary
💰 $41,714 - $77,500 per year
About the role
- Service incoming phone calls and emails from clients in a professional manner within service level goals
- Demonstrate effective core competencies through each stage of a call by connecting with clients, asking open ended questions and listening to the needs of the client to uncover opportunities
- Provide comprehensive client service and account management to clients, including but not limited to executing trades on client account open requests, facilitating customer asset transfers into the bank, providing general and specific information on accounts and products, addressing web navigation queries, account opening and maintenance processing, utilizing client relationship management system to track activities and contacts, uncovering referral opportunities to financial advisors
- Support service requests based on investment solutions from a product set
Requirements
- Minimum 2 – 3 years successful experience with a customer service focus in the financial planning, securities, or insurance industry
- Valid and active SIE, Series 7, 66 (or 65+63) is required
- Series 65 obtained within 6 months of employment
- Bachelor’s degree preferred with emphasis on finance or economics
- Basic knowledge of a Financial Planning process
- Solid knowledge of markets and investment products
- Strong working knowledge of financial industry
Benefits
- health insurance
- tuition reimbursement
- accident and life insurance
- retirement savings plans
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer serviceaccount managementtrade executionasset transfer facilitationweb navigation supportaccount opening processingclient relationship management
Soft Skills
effective communicationactive listeningclient engagementproblem-solvingopportunity identification
Certifications
SIESeries 7Series 66Series 65