Investment Specialist

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Deliver thorough client service and manage accounts for clients.

• Carry out trades on client account opening requests.

• Assist in transferring customer assets into the bank and conduct necessary account maintenance.

• Address web navigation inquiries, aid in online trade execution, and provide basic technical support as needed.

• Identify referral opportunities for Financial Advisors and colleagues at BMO Harris Bank.

• Assist with service requests based on investment solutions from a specific product range.

• Quickly and effectively resolve any client issues or concerns.

⛳️ Requirements

• A minimum of 2 to 3 years of successful experience with a focus on customer service in the financial planning, securities, or insurance sectors.

• A valid and active SIE, Series 7, and 66 (or 65+63) is mandatory.

• Series 65 must be obtained within 6 months of employment.

• A bachelor's degree is preferred, ideally with a focus on finance or economics.

• Basic understanding of the financial planning process.

• Strong knowledge of markets and investment products.

• In-depth working knowledge of the financial industry.

• Experience with managed products and/or financial planning services.

• A high level of integrity (Clean U-4).

🏝️ Benefits

• Health insurance.

• Tuition reimbursement.

• Accident and life insurance.

• Retirement savings plans.