Remote Financial Customer Service Representative

4 days ago
Ottawa ON, Ottawa Census Division, ON; Ontario, Canada Desjardins Full-time
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization's standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. Help colleagues manage their agenda and emails. Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want. Competitive salary and annual bonus ~4 weeks of flexible vacation starting in the first year ~ Defined benefit pension plan that provides predictable, stable income throughout retirement ~ Reimbursement of health and wellness expenses and telework equipment ~ Mutual fund representative certificate – Autorité des marchés financiers Knowledge of French is required Knowledge of all products and services aimed at caisse members and those offered by Desjardins business centres, components and distribution networks, as well as those of competitors Knowledge of integrating financial data into systems Knowledge of compliance with An Act respecting the distribution of financial products and services Understanding of the philosophy and fundamentals of financial services cooperatives Knowledge of operating procedures related to investment and financing activities Knowledge of operating procedures related to convenience products and services and automated and assisted transactions Knowledge of operating procedures related to opening accounts, the selling of additional products and services, and Accord D financing Knowledge of service standards Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Job Family Member/client sales and service (FG)

We offer
a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance.

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