Advisory Agent, Member and Client Experience Specialist
1 week ago
**Job Summary**
The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their needs are met and exceeded. As a key member of the Desjardins team, you will be responsible for promoting the organization's cooperative values and providing personalized solutions to members and clients.
**Key Responsibilities**
- Support members and clients by educating them on existing applications and technological tools that can help them perform transactions and operations independently.
- Contribute to business development and maintain business relationships through service delivery and activities.
- Assist members and clients who have encountered fraud or irregularities, monitoring and processing transactions required to settle their cases.
- Stay up-to-date on the latest standards, products, and services in your field.
- Uphold 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
**Requirements**
- High school diploma in a related field
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Knowledge of service standards
- Available Monday to Friday, including Thursday evenings until 7 pm
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Advisory Agent, Member and Client Experience Specialist
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Montreal, Quebec, Canada Desjardins Full timeJob Title: Advisory Agent, Member and Client ExperienceThe role of Advisory Agent, Member and Client Experience is a key position within our organization. As a member of our team, you will play a vital role in ensuring that our members and clients receive exceptional service and support.Key Responsibilities:Provide personalized support to members and...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients in achieving their financial...
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Montreal, Quebec, Canada Desjardins Full timeJob SummaryWe are seeking a highly skilled and experienced Advisory Agent, Member and Client Experience to join our team at Desjardins. As a key member of our team, you will be responsible for providing exceptional client experience and advisory services to our members and clients.Key ResponsibilitiesSupport members and clients by providing information and...
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Montreal, Quebec, Canada Desjardins Full time**Job Summary**The role of the Advisory Agent, Member and Client Experience is to provide exceptional service to members and clients, ensuring their satisfaction and financial empowerment. As a key ambassador of digital solutions, you will advise and support members and clients on various financial products and services, promoting the organization's...
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