[Remote] Customer Support Advisor, BMO Investorline

Note: The job is a remote job and is open to candidates in USA. BMO is a financial institution committed to creating positive change for its customers and communities. They are seeking a Customer Support Advisor to provide wealth and investment-related sales and service to customers, advising them on strategies and products to meet their objectives.

Responsibilities

• Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects
• Advises customers on wealth and investment strategies and products that meet customer’s objectives
• Fulfills sales and service activities for the customer in accordance with approved procedures
• Identifies and makes referrals to other business groups as needed
• Provides professional quality sales and service for customer and prospect inquiries, issues and requests
• Probes to understand customer needs and advises them through their unique investment needs
• Achieves sales targets with a focus on relevant investment products
• Manages all transactional outcomes of customer contacts or refers to appropriate internal business groups
• Escalates complex or unresolved customer situations to senior managers as required
• Performs any required documentation after completed customer interactions to ensure customer’s requests are accurately processed
• Maintains current knowledge of investment markets, practices, and trends and integrates into customer conversations in a professional manner
• Integrates marketing promotions and programs into customer conversations where appropriate
• Maintains the confidentiality of customer and Bank information
• Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering
• Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting requirements, Financial Consumer Agency of Canada (FCAC) consumer provision requirements and Privacy Act provisions
• Completes complex & diverse tasks within given rules/limits
• Analyzes issues and determines next steps; escalates as required
• Broader work or accountabilities may be assigned as needed

Skills

• Typically between 1 – 2 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience
• High school diploma or equivalent work experience
• Knowledge of competitive market place trends and product offerings
• Knowledge of BMO Investment / BMO InvestorLine products and services
• Some understanding of Risk Management & Compliance
• Basic specialized knowledge
• Verbal & written communication skills - Good
• Organization skills - Good
• Collaboration & team skills - Good
• Analytical and problem solving skills - Good
• Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO
• Language preferences for role: Strong verbal and written language skills in both English and Mandarin and/or Cantonese

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans

Company Overview