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Himalayas

Customer Support Advisor, BMO Investorline

Belgium, Canada, France, Luxembourg, United StatesPosted 23 days agoVerified 23 days ago

About This Gig

Application Deadline: 07/02/2026 Address: VIRTUAL(R)59 - REMOTE/TELETRAVAIL - ON - BMO Job Family Group: Wealth Sales & Service Role Overview: 100% Work from home, including training Availability to work between 8:00AM and 8:00PM EST Monday to Friday (37.5 hours per week) The role involves making outbound calls to clients to request any missing items and clarify document requirements to facilitate timely processing. Key Responsibilities: Conduct outbound calls to clients to follow up on incomplete applications or missing documentation and clearly communicate requirements. Respond to clientinquiries, issues, and requests in a professional and timely manner. Review submitted documents, identify gaps, and guide clients on next steps to ensure completion. Manage clientinteractions 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

Skills & Tags

Customer Service Customer Support Financial Services Wealth Management Investment Services Client Services Customer Service Advisor Customer Support Representative Customer Support Agent Customer Service

About the Seller

BMO

on Himalayas

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