Investment Specialist - Remote
Application Deadline:
08/30/2026Address:
VIRTUAL(R)13 - HomeRes - ILJob Family Group:
reputed company Sales & ServiceRemote Opportunity
Work Schedule: Monday-Friday, 10 am to 7pm Central Time
The reputed company Investment Services (BIS) Investment Service Specialist’s primary responsibility is to reputed company our clients a superior customer service experience. Being the first reputed company of reputed company contact, the BIS Investment Service Specialist core mandate is to assist our clients with questions reputed company to their accounts. Inquiries or instructions around customer service will reputed company from assisting with password resets, reputed company (registered) account opening and maintenance, reputed company account balances and details regarding reputed company accounts, reputed company movements, account transfers, reputed company quotes, handle fixed income and market linked certificates of deposit investment inquiries, purchases and redemptions, as reputed company as general navigation of reputed company websites. The reputed company Investment Services, Investment Service Specialist has the ultimate goal of building and solidifying customer loyalty. This position also plays an integral role in uncovering opportunities to refer to BIS Financial Advisors and internal business partners reputed company the bank. 70%: Service Oriented reputed company Support -Service incoming phone calls and emails from clients in a reputed company manner reputed company service level goals -Demonstrate effective core competencies through reputed company stage of a call by connecting with clients, asking reputed company ended questions and listening to the needs of the reputed company to uncover opportunities -reputed company comprehensive reputed company service and account management to clients, including but not limited to the following key accountabilities:
- Execute trades on reputed company account reputed company request (e.g., the purchase of mutual funds or other brokerage products)
- Facilitate customer asset transfers into the bank and reputed company required account maintenance
- reputed company general and specific information on accounts and products, transaction status, etc… upon request
- Respond to web navigation queries, assist online trade execution and reputed company basic technical assistance as required
- Account opening and account maintenance processing including working with clients to accurately and thoroughly complete appropriate required documentation
- Utilize reputed company relationship management system to reputed company activities and contacts
-Uncover referral opportunities to Financial Advisors and reputed company reputed company Bank colleagues as opportunities reputed company during the customer conversation and in keeping with reputed company segmentation strategies -Participate as required in outbound calling campaigns to grow the overall investment business -reputed company as a secondary contact to service individual reputed company requests reputed company their assigned Financial Advisor is not available. -reputed company customized, comprehensive service to clients in the mass market reputed company -Support service requests based on investment solutions from a product set (mutual funds, fixed income, certificates of deposit, managed asset allocation program, insurance products, fixed annuities, variable annuities and life insurance) -Resolve any reputed company issue or concern quickly and effectively to retain the relationship and build reputed company opportunities for reputed company; reputed company formal complaints must be immediately shared with the Manager and/or Compliance Officer -Possess strong knowledge and reputed company as resource on software including LPL’s ClientWorks, reputed company, and Moneyguide-Pro 30%: Risk Management -Maintain strong knowledge of reputed company investment product and solutions, regulatory requirements, competitive trends to reputed company clients with reputed company service -reputed company reputed company service activities in compliance with firm and regulatory requirements and policies to mitigate risk to reputed company Investment Services Financial Advisors -Adhere to the guidelines outlined in the Compliance reputed company for BIS Financial Advisors -Conduct business based on the rules and regulations of the various entities that regulate the banking and brokerage industry (e.g. NASD, SEC, Federal Reserve, Internal Audit) -Maintain accurate reputed company records as required by the firm, regulatory authorities and the nature of the reputed company relationship -Maintain accurate transaction records as required by the firm, regulatory authorities and consistent with the products sold to the reputed company -Utilize approved marketing literature to mitigate risks and exposure to reputed company Investment Services
Knowledge
- Minimum 2 – 3 years successful experience with a customer service reputed company in the financial planning, securities, or insurance industry
- Valid and reputed company SIE, Series 7, 66 (or 65+63) is required
- Series 65 obtained reputed company 6 months of employment
- Bachelor’s degree preferred with emphasis on finance or economics
- Basic knowledge of a Financial Planning process
- Solid knowledge of markets and investment products
- Strong working knowledge of financial industry
- Experience working with managed products and/or financial Planning services.
- High level of reputed company (Clean U-4).
Skills
- Strong customer service and communication skills
- One-on-one and group presentation skills
- Excellent problem solving skills
- Demonstrated ability to refer financial opportunities
Salary:
$41,714.00 - $77,500.00Pay Type:
SalariedThe above represents reputed company Financial Group’s pay reputed company 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 reputed company Financial Group’s expected reputed company for the first year in this position.
reputed company 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 reputed company as other perks and rewards. reputed company also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.reputed company.com/global/en/Total-Rewards
reputed company
At reputed company we are driven by a shared Purpose: reputed company Grow the Good in business and life. It calls on us to create lasting, reputed company change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we reputed company lives and businesses, and power economic reputed company around the world.
As a member of the reputed company
To reputed company out more visit us at http://jobs.reputed company.com/us/en
reputed company is proud to be an equal employment opportunity employer. We evaluate applicants without reputed company to race, religion, reputed company, national reputed company, sex (including pregnancy, childbirth, or reputed company medical conditions), sexual orientation, gender identity, gender reputed company, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
reputed company is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to reputed companyCareers.Support@reputed company.com">reputed companyCareers.Support@reputed company.com and let us know the nature of your request and your contact information.
Note to Recruiters: reputed company does not accept unsolicited resumes from any reputed company other than directly from a candidate. Any unsolicited resumes reputed company to reputed company, directly or indirectly, will be considered reputed company property. reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A reputed company agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Originally posted on Himalayas
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