Member/Client Services Agent

3 weeks ago


Quebec City, Canada Desjardins Full time

As a member/client service agent in Securities, you will help serve, prospect, solicit, and develop and maintain business relationships with members and clients. You will sell securities products and services through various distribution channels based on member/client needs and current strategies and practices, focusing on discretionary management, mutual funds, exchange-traded funds, and structured products. Your role involves assisting members and clients, maintaining business relationships, and carrying out sales, sales support, and client relations activities for specific products and services or in response to information requests, tailoring your approach as needed. Using your interpersonal savvy and communication skills, you will ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

Responsibilities
  • Provide administrative, customer service, and business development support to investment advisors and the team.
  • Respond to information requests from clients regarding their accounts and the firm’s products and services. Conduct research and follow up as needed to deliver quality service. Forward requests to the right person.
  • Help members/clients choose and get the most out of their tools and channels based on their desired level of independence and automation.
  • Handle phone calls and information requests, forwarding them to the appropriate person.
  • Assist in identifying operational risks and opportunities for improvement within the team.
What We Offer
  • Competitive salary and annual bonus.
  • 4 weeks of flexible vacation starting in the first year.
  • Defined benefit pension plan providing stable income throughout retirement.
  • Group insurance including telemedicine.
  • Reimbursement of health and wellness expenses and telework equipment.

Benefits apply based on eligibility criteria.

What You Bring to the Table
  • Attestation of Collegial Studies.
  • A minimum of two years of relevant experience.
  • Other combinations of qualifications and relevant experience may be considered.
  • Knowledge of French is required.


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