Client Experience Specialist

4 weeks ago


Québec, Quebec, Canada Desjardins Full time

The role of the Client Experience Specialist is to provide exceptional support to members and clients, ensuring they feel welcome and valued. This involves listening to their needs, addressing their concerns, and helping them achieve their financial goals. As a key ambassador for Desjardins, you will promote the organization's cooperative values and support the development of business relationships through service delivery and activities.

Key responsibilities include:

  • Supporting members and clients in using existing applications and technological tools to manage their transactions and operations.
  • Contributing to business development and maintaining business relationships through service delivery and activities.
  • Assisting members and clients who have encountered fraud or irregularities, and ensuring they are referred to the appropriate partners.
  • Staying up-to-date on the latest standards, products, and services in the field.
  • Upholding compliance, security, and risk management standards.

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:

  • High school diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required
  • Knowledge of all counter and convenience products and services
  • Knowledge of all Desjardins products and services aimed at caisse members and those offered by business centres, components, distribution networks/channels, and those of competitors
  • Knowledge of integrating data into systems
  • Knowledge of security measures, legal framework, and internal controls
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Knowledge of operating procedures related to convenience products and services and automated and assisted transactions
  • Knowledge of service standards
  • Action oriented, Communicates effectively, Customer Focus, Differences, Nimble learning, Situational adaptability, Tech savvy


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