Customer Support Advisor, BMO Investorline (Bilingual in French and English)
BMO — 10 Locations
Posted 2026-10-01
Application Deadline: 11/26/2026 Address: VIRTUAL59 - 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 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