Advisor - Customer Service - 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-06

As a Customer Service - Trust Service Advisor, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts.

You perform administrative, office and other tasks to help your unit achieve operational objectives and carry out initiatives in accordance with the general standards, practices and guidelines in place. The ability to drive results is therefore essential.

You help process and analyze information and solve problems, tailoring your approach as needed. You also help develop and improve work methods and procedures.

General Information on the Position

Main responsibilities- Respond to client requests for information about specialized products, which entails reviewing requests, researching solutions and making recommendations- Provide information about the policies, programs and processes in your field- Identify and analyze client complaints, recommend solutions and follow up as needed- Analyze, produce and revise reports and statistics. Carry out administrative, operational and quality control measures, following up as needed- Help develop and implement work processes and methods for your unit.

Other working conditions- Schedule : Monday to Friday, may be required to work until 7:00 pm on Wednesday and Thursday- Workplace : The work arrangement for the position is full-time telework #LI-Remote- Temporary work : scheduled to end on March 29, 2024-
- Number of jobs available : 1

**Qualifications**:
- General College diploma in a related field- A minimum of two years 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- In-depth knowledge of the tax aspects of registered plans (an asset)- Knowledge of fund products (an asset)- Knowledge of Centrale, Outlook, Portail caisse, telephone system associated with the help desk (an asset)- Upper intermediate knowledge of oral English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients (level 4)

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Complexity, Interpersonal Savvy, Situational adaptability, Tech savvy

Work Location

1253, avenue McGill College Montréal

Trade Union

DGOPP-MTL-SEPB 575

Unposting Date

2023-02-20

Job Family

Administration (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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