Investment Specialist - Remote
BMO US
About this role
The BMO Investment Services Specialist provides excellent customer service to clients, assisting with account inquiries, transactions, and product information. They play a key role in supporting client relationships, uncovering referral opportunities, and ensuring regulatory compliance. The role emphasizes service support, risk management, and cross-selling financial products.
Skills
About BMO US
bmo.comIndustries
Finance
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Recent company news
American BankerBMO says it's finishing US reset, set to resume loan growth
2 weeks ago
BMOExecutive bios
Nov 18, 2025
Mortgage Professional AmericaBMO offloads 138 branches in the US
Oct 16, 2025
Bloomberg.comBMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
MarketBeatBMO US Dividend ETF (CAD) (TSE:ZDY) Sets New 12-Month High - Here's What Happened
2 weeks ago
About BMO US
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO US.
Salary
$42k – $78k
per year
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