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BMO · 2 days ago

Bilingual Partner Support Specialist, BMO Investorline (French and English)

United States

Full-time

Remote

Entry Level

$38K/yr - $71K/yr

2+ years exp

BMO is a financial services organization committed to creating positive change for its customers and communities. They are seeking a Bilingual Partner Support Specialist to provide professional support to partners by assisting with inquiries, account openings, and ongoing account maintenance, while ensuring exceptional service and compliance.

BankingCrowdfundingFinanceFinancial Services

Responsibilities

Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services

Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand

Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience

Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed

Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness

Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally

Incorporates relevant marketing programs and promotions into customer interactions where appropriate

Adheres to all regulatory and compliance requirements, including Anti-Money Laundering (AML), Terrorist Financing, FCAC consumer provisions, and the Privacy Act

Identifies and reports suspicious patterns of activity that may be related to money laundering or other financial crimes

May initiate outbound calls to resolve complex situations and ensure customer satisfaction

Completes diverse tasks within established guidelines and may handle escalations from other employees. Broader accountabilities may be assigned as needed

Qualification

BMO Investment knowledgeRisk management practicesBilingualism FrenchBilingualism EnglishFinancial services experienceAnalytical thinkingCommunication skillsCollaboration skillsProblem-solving capabilities