Agent - Client Support - Personal Trust Services

2 weeks ago


Montréal, 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 Client Support - Personal Trust Services Agent, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices.

You help build and maintain business relationships with members and clients. You drive results by reviewing information requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.

You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.

General Information on the Position

Main responsibilities- Establish a consulting relationship by identifying current or potential needs and promoting customer retentionAdvise various partners, stakeholders or members and customers regarding the products, services or solutions offered and ensure their satisfaction- Analyze and respond to customer needs, process requests and ensure the required follow-ups- Collect, gather and analyze information, write reports and recommendations- Keep abreast of new developments related to standards, products or services in your field of activity.

Other working conditions- The work arrangement for the position is hybrid work #LI-Hybrid- Temporary work : scheduled to end on February 28, 2024 (With possibility of permanence)- Number of jobs available : 1

**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- Mastery of the Office 365 suite of software- Knowledge of financial products- Proficient speaker, complete proficiency in written French

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Ambiguity, Decision quality, Drive results, Situational adaptability

Work Location

1, Complexe Desjardins, Montréal

Trade Union

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

Unposting Date

2023-02-17

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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