Customer Support Advisor, BMO Investorline
New
Belgium, Canada, France, Luxembourg, United States, 8:00AM to 8:00PM ESTFull-TimeEntry
Salary34,750 - 51,800 CAD per year
Apply NowOpens the employer's application page
Job Details
- Experience
- 1–2 years of relevant experience
- Required Skills
- ComplianceRisk ManagementCustomer support
Requirements
- 1–2 years of relevant experience.
- High school diploma or equivalent work experience.
- Post-secondary education in a related field is an asset.
- Good organizational, collaboration, and teamwork skills.
- Basic understanding of risk management and compliance practices.
- Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.
- Familiarity with BMO InvestorLine products and services is an asset.
- Fluency in spoken Mandarin or Cantonese is a strong asset.
Responsibilities
- Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements.
- Respond to client inquiries, issues, and requests in a professional and timely manner.
- Review submitted documents, identify gaps, and guide clients on next steps to ensure completion.
- Manage client interactions end-to-end, ensuring requests are resolved or routed to the appropriate internal teams.
- Escalate complex or unresolved issues to senior team members when required.
- Accurately document all client interactions and ensure updates are recorded in accordance with procedures.
- Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements.
View Full Description & ApplyYou'll be redirected to the employer's site
