Customer Support Advisor, BMO Investorline (Bilingual in French and English)
Core
Outbound caller contacting BMO InvestorLine clients to request missing items, clarify document requirements, and guide them through application completion.
Role type
Customer Support Advisor (Wealth Sales & Service)
Builds
Client application processing and document verification for BMO InvestorLine
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Outbound calling, document review, client communication, issue escalation, regulatory compliance monitoring, AML awareness
Preferred skills
CIRE exam progress, familiarity with BMO InvestorLine products, risk management understanding
Technologies
CRM systems, compliance monitoring tools
Responsibilities
Conduct outbound calls to follow up on incomplete applications, review submitted documents to identify gaps, respond to client inquiries professionally, manage end-to-end client interactions, escalate complex issues, monitor suspicious activity per AML requirements
Seniority
Entry-level to Junior, hands-on IC
