Customer Assistant

1 week ago


Québec, Quebec, Canada Desjardins Full time
At Desjardins, we believe in equity, diversity and inclusion.

We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all.

At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.

Job Level

NV-05


As a customer assistant, you will work within the Private Management department and support the team in order to take charge of, among other things, making appointments with customers (agenda management), completing transactions in the system (transfer of funds) and managing customer files in the system.


You will also participate in the management and maintenance of business relationships with members and clients by providing sales and business development support.

You will carry out support activities related to the sale of products and services through various distribution channels that meet the needs of members and clients according to the strategies and practices in effect.


Your role is to provide support to members and clients, private managers and client advisors at Desjardins Private Management and to participate in maintaining business relationships.

You will carry out sales support or customer relations activities for specific products and services or requests for information, in accordance with current practices, using your ability to adapt your approach when the situation requires it.

Your mastery of interpersonal relations and your ability to aim for results allow you to ensure member and customer satisfaction and the quality of services rendered, while respecting the company's standards and procedures.

General Information on the Position

Other working conditions- The work arrangement for the position is hybrid work- Temporary work: scheduled to end on March 22, 2025- Number of jobs available: 2

Qualifications:

  • General college diploma in a related field
  • A minimum of one year of relevant experience


Please note that other combinations of qualifications and relevant experience may be considered.- For vacant positions available in Quebec, please note that knowledge of French is required.

Specific knowledge- Proficiency in Word, PowerPoint and Excel in a Windows environment.

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

2828, boulevard Laurier Québec

Trade Union

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée

Unposting Date

Job Family

Member/client sales and service (FG)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country.

It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.


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