Investment Service Specialist

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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 also plays an integral role in uncovering opportunities to refer to BIS Financial Advisors and internal business partners within the bank. 

70%: Service Oriented Client Support 
-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 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 perform 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 BMO Harris 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 when their assigned Financial Advisor is not available. 
-Provide customized, comprehensive service to clients in the mass market segment 
-Support service requests based on investment solutions from a product set …