[Hiring] Customer Support Advisor @BMO

Role Description

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 BMO InvestorLine 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 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.
• Maintain confidentiality of client and Bank information at all times.
• Monitor and report any suspicious activity in line with Anti-Money Laundering (AML) requirements.
• Adhere to all regulatory and compliance standards, including AML, Terrorist Financing, FCAC consumer provisions, and Privacy Act requirements.
• Stay informed on internal processes, policies, and relevant updates to support accurate guidance to clients.
• Complete assigned tasks within defined guidelines and escalate issues as needed.

Qualifications

• Typically 1–2 years of relevant experience; post-secondary education in a related field is an asset or equivalent combination of education and experience.
• Fluency in spoken French and English.
• High school diploma or equivalent work experience required.
• Good organizational, collaboration, and teamwork skills.
• Basic understanding of risk management and compliance practices.
• Familiarity with BMO InvestorLine products and services is an asset.
• Working towards the Canadian Investment Regulatory Exam (CIRE) via CIRO is preferred.

Requirements

• Salary: $35,500.00 - $65,000.00
• Pay Type: Salaried
• The above represents BMO Financial Group’s pay range and type.
• Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.
• Salaries for part-time roles will be pro-rated based on number of hours regularly worked.
• For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.
• BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans