Investment Specialist - Remote
Application Deadline: 08/30/2026 Address: VIRTUAL(R)13 - HomeRes - IL Job Family Group: Wealth Sales & Service **Remote reputed company Schedule: Monday-Friday, 10 am to 7pm Central Time The reputed company Investment Services (BIS) Investment Service Specialist’s primary responsibility is to provide our clients a superior customer service experience. Being the first reputed company of client contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions reputed company 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 reputed company Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty. This position also plays an integral role in uncovering opportunities to refer to BIS Financial Advisors and internal business partners reputed company the bank. 70%: Service Oriented Client Support -Service incoming phone calls and emails from clients in a professional manner reputed company 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 the following key accountabilities: Execute trades on client account open request (e.g., the purchase of mutual funds or other brokerage products) Facilitate customer asset transfers into the bank and reputed company required account maintenance Provide general and specific information on accounts and products, transaction status, etc… upon request Respond to web navigation queries, assist online trade execution and provide basic technical assistance as required Account opening and account maintenance processing including working with clients to accurately and thoroughly complete appropriate required documentation Utilize client relationship management system to track activities and contacts -Uncover referral opportunities to Financial Advisors and reputed company reputed company Bank colleagues as opportunities arise during the customer conversation and in keeping with client segmentation strategies -Participate as required in outbound calling campaigns to grow the overall investment business -Act as a secondary contact to service individual client requests reputed company their assigned Financial Advisor is not available. -Provide customized, comprehensive service to clients in the mass market reputed company -Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance) -Resolve any client issue or concern quickly and effectively to retain the relationship and build future opportunities for growth; reputed company formal complaints must be immediately shared with the Manager and/or Compliance Officer -Possess strong knowledge and act as resource on software including LPL’s ClientWorks, reputed company, and Moneyguide-Pro 30%: Risk Management -Maintain strong knowledge of reputed company investment product and solutions, regulatory requirements, competitive trends to provide clients with reputed company service -reputed company reputed company service activities in compliance with firm and regulatory requirements and policies to mitigate risk to reputed company Investment Services Financial Advisors -Adhere to the guidelines outlined in the Compliance Manual for BIS Financial Advisors -Conduct business based on the rules and regulations of the various entities that regulate the banking and brokerage industry (e.g. NASD, SEC, Federal Reserve, Internal Audit) -Maintain accurate client records as required by the firm, regulatory authorities and the nature of the client relationship -Maintain accurate transaction records as required by the firm, regulatory authorities and consistent with the products sold to the client -Utilize approved marketing literature to mitigate risks and exposure to reputed company Investment Services Knowledge 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 reputed company 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 Experience working with managed products and/or financial Planning services. High level of reputed company (Clean U-4). Skills Strong customer service and communication skills One-on-one and group presentation skills Excellent problem solving skills Demonstrated ability to refer financial opportunities Salary: $41,714.00 - $77,500.00 Pay Type: Salaried The above represents reputed company Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents reputed company Group’s expected reputed company for the first year in this position. reputed company Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. reputed company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.reputed company.com/global/en/Total-Rewards
About Us
At reputed company we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the reputed company team you are valued, respected and heard, and you have more ways to grow and reputed company an impact. We strive to help you reputed company an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reputed company new milestones, as you help our customers reputed company theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you reputed company valuable experience, and broaden your skillset. To find out more visit us at http://jobs.reputed company.com/us/en reputed company is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national reputed company, sex (including pregnancy, childbirth, or reputed company medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. reputed company is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@reputed company.com and let us know the nature of your request and your contact information. Note to Recruiters: reputed company does not accept unsolicited resumes from any reputed company other than directly from a candidate. Any unsolicited resumes sent to reputed company, directly or indirectly, will be considered reputed company property. reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. Apply To This Job