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Member/client Services Agent, Securities
4 weeks ago
Temporary position for 2,5 months
The work mode arrangement for the position is full-time on site
As a member/client service agent - securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. 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. More specifically, you will be required to:
- Help carry out the unit’s operational and administrative processes- Help analyze and produce reports and statistics- Carry out administrative tasks, including data collection, entry, modification, compilation and coding. Coordinate the unit’s activities- Provide information about your line of business’s processes and procedures- Help prepare presentations and related documents- Serve as resource person for administrative and operational matters
What we offer*- 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- Group insurance including telemedicine- Reimbursement of health and wellness expenses and telework equipment
What you bring to the table- Attestation of Collegial Studies- A minimum of two years of relevant experience- Please note that other combinations of qualifications and relevant experience may be considered- Knowledge of French is required
Communicates effectively, Interpersonal Savvy, Situational adaptability
LI-Onsite
Trade Union
Non Syndiqué
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 Family
Member/client sales and service (FG)
Unposting Date
2024-06-3
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