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Investment Service Specialist

Company: Bmo Harris Financial Advisors Inc.
Location: Naperville
Posted on: May 3, 2021

Job Description:

Address:1200 E. Warrenville RoadJob Family Group:Wealth Sales & ServiceThe BMO Wealth Direct Investment Service Specialist (ISS) provides a superior service experience to our clients. As the first point of contact, the core mandate of the ISS is to assist with and resolve account/wealth related client inquiries. Building and solidifying customer loyalty is the ultimate goal of our Investment Service Specialists.This position plays an integral role in uncovering opportunities to refer to BMO Wealth Direct Financial Advisors and internal business partners within the bank.Client Service and SupportService incoming client phone calls and emails against established service level goalsProfessionally and effectively develop client relationshipsUncover potential opportunitiesvia active listening during client callsExecute trades (e.g., the purchase of mutual funds or other brokerage productsFacilitate customer asset transfers into the bank and perform required account maintenanceProvide account services to include opening, maintenance and processing while working with clients to accurately complete appropriate required documentationUtilize client relationship management system to track activities and contactsSupport service requests based upon investment solutions within a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance)Possess strong knowledge and act as resource on software including LPL ClientWorks, Envestnet, SalesForce, DST Vision, and Moneyguide-Pro Risk ManagementMaintain strong knowledge of target investment product and solutions, regulatory requirements, competitive trends as part of a commitment to provide clients with credible serviceConduct 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 BMO, regulatory authorities and the nature of the client relationshipMaintain accurate transaction records as required by the firm, regulatory authorities and consistent with the products sold to the clientKnowledge:Must have SIE Exam, or be able to complete Series 7, 66, or 63 and 65, and health and life insurance licenses required within 6 months of employmentBachelor''s degree preferred with emphasis on finance or economicsMinimum 2 years'' successful experience with a customer service focusin the financial planning, securities, or insurance industryBasic knowledge of a Financial Planning processSolid knowledge of markets and investment productsStrong working knowledge of financial industry.Experience working with managed products and/or financial Planning services.High level of integrity (Clean U-4).Skills:Excellent customer service, organization, collaboration and communication skillsAnalytical and problem solvingFinancial & Retirement Planning knowledgePC skills and systems knowledgeWe''re here to helpAt BMO Harris Bank 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 BMO Harris Bank team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We''ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we''ll help you gain valuable experience, and broaden your skillset.To find out more visit us at Harris Bank is committed to an inclusive, equitable and accessible workplace. By learning from each other''s differences, we gain strength through our people and our perspectives. BMO Harris Bank N.A. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.by Jobble

Keywords: Bmo Harris Financial Advisors Inc., Naperville , Investment Service Specialist, Other , Naperville, Illinois

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