Member/Client Services Agent
3 weeks ago
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.
- 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.
-
Member/client Services Agent, Securities
3 weeks ago
Quebec City, Canada Desjardins Full timeAs 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...
-
Advisory Agent, Member and Client Experience
2 months ago
Quebec City, Canada Desjardins Full timeTemporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with...
-
Advisory Agent, Member and Client Experience
3 months ago
Quebec City, Canada Desjardins Full timeTemporary position for 12 months (On call). The work mode arrangement for the position is full-time on site. As a member and client experience advisory agent, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with...
-
Advisory Agent, Member and Client Experience
1 month ago
Quebec City, Canada Desjardins Full timeThe work mode arrangement for the position is full-time on site. As an Advisory agent, Member and Client experience, you help give members and clients a better experience, and ensure that they are satisfied. This includes making sure they feel welcome, listening to and addressing their needs, and helping them with their financial empowerment. You promote...
-
Agent, Agente Du Service-client
6 days ago
Quebec City, Canada Girescom gestion immobilière Full timeEn plein virage, nous sommes à la recherche d’une personne dynamique, organisée et qui n’a pas peur du changement et des nouvelles technologies pour accomplir les tâches à réaliser en tant qu’_**agent ou agente du service-client (immobilier résidentiel)**_. - **Pour être un excellent pilote, tu devras**:_ - Procéder à l’analyse des demandes...
-
Agent (E) Support Client
3 months ago
Quebec City, Canada Harnois Énergies Full timeAs-tu une aisance naturelle dans le service à la clientèle tout en appréciant les tâches administratives ? Si tu es à la recherche de nouveaux défis au sein d'une équipe dynamique, nous voulons te rencontrer ! Rejoins-nous et contribue à notre succès tout en développant tes compétences dans un environnement stimulant. Ne manque pas cette...
-
Agent Expérience Client
1 week ago
Quebec City, Canada Deschênes & Fils Ltée - Québec Full time**Deviens maître de ta carrière en tant que** **AGENT À L’EXPÉRIENCE CLIENT** Pour toi, un problème vient toujours avec une solution ou une opportunité d’amélioration? Tu tires ta propre satisfaction dans le fait de réussir à assurer celle de ton prochain? Le service à la clientèle est probablement une vocation qui résonne en toi tout comme...
-
Agent (E) Support Client Fbo
2 months ago
Quebec City, Canada Harnois Énergies Full timeAs-tu une aisance naturelle dans le service à la clientèle tout en appréciant les tâches administratives ? Si tu es à la recherche de nouveaux défis au sein d'une équipe dynamique, nous voulons te rencontrer ! Rejoins-nous et contribue à notre succès tout en développant tes compétences dans un environnement stimulant. Ne manque pas cette...
-
Agent Service Aux Clients
7 hours ago
Quebec City, Canada Essor Assurances Placements Conseils Inc. Full timeDESCRIPTION DE L'OFFRE **Agent service aux clients** **Référence ASC** **Type d'emploi**:Permanent **Type de poste**:Temps plein **Horaire**: 2 jours de 10h15 à 18h15 et les autres journées de 8h30 à 16h30 **SOMMAIRE DU POSTE** **Un poste de Courtier en assurance de dommages des particuliers t'intéresse ?** **Vérifies ton éligibilité aux...
-
Agent de Service Client Et Soutien Logiciel
7 months ago
Quebec City, Canada Acceo Solutions Full timeLa division ACCEO SOLUTIONS Quincaillerie, une unité d’affaires d’Harris Computer, est un grand joueur dans l’édition de logiciels ERP pour les domaines du commerce de détail, de la distribution et de la construction. Appuyé par plus de 39 ans d’expertise, Acceo Solutions - ICC a comme mission principale d’accompagner les entreprises d’ici...
-
Insurance Customer Service Representative
8 months ago
King City, Canada Dumitru Pitu - Desjardins Insurance Agent Full time**Insurance Customer Service Representative - Desjardins Insurance Agent Team Member**: **Commission-Based - Remote** Location: Richmond Hill Type: Full Time **Position Overview**: Successful Desjardins Insurance Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative. We seek an energetic...
-
Financial Services Agent, Clientele
3 months ago
Quebec City, Canada Desjardins Full timeAs a Financial services Agent, Clientele, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Financial Services Agent, Clientele
2 months ago
Quebec City, Canada Desjardins Full timeAs a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Financial Services Agent, Clientele
5 months ago
Quebec City, Canada Desjardins Full timeAs a client financial services agent , you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of...
-
Agent Service Aux Clients
2 weeks ago
Quebec City, Canada Essor Assurances Placements Conseils Inc. Full timeDESCRIPTION DE L'OFFRE **Agent service aux clients - Cautionnement** **Référence ASCCaut** **Type d'emploi**:Permanent **Type de poste**:Temps plein **Horaire**: **SOMMAIRE DU POSTE** Le titulaire du poste est responsable, en collaboration avec les courtiers et les autres membres de l’équipe, des dossiers de cautionnement. Il contribue à assurer...
-
Client Service Representative
5 months ago
Quebec City, Canada Northbridge Financial Corporation Full timeWhen our clients have a question, we need an exceptional Client Service Representative to manage the relationship and provide excellent customer service ensuring that every interaction is a great experience, with efficient flawless service standards. The most important characteristics for our CSR’s are attention to detail and communication, working in a...
-
Agent Service Client
2 weeks ago
Quebec City, Canada Intact Full timeD’un océan à l’autre, nos collègues inspirants sont au cœur de ce que nous faisons de mieux : aider les gens, les entreprises et la société à aller de l’avant dans les bons moments et à être résilients dans les moments difficiles. Dans notre équipe, vous contribuerez à ces efforts jour après jour en vivant nos valeurs, en étant ouverts au...
-
Agent(E) de Location Et Service Client
1 week ago
Quebec City, Canada Action-Habitation de Québec Full time_**Action-Habitation de Québec**_ Action-Habitation de Québec est un organisme d’économie sociale voué au développement et à la gestion de projets en habitation sociale et communautaire. Autogéré et promouvant la gestion participative, Action-Habitation a actuellement des opportunités d’emploi pour: **Agent(e) de location et service...
-
Agent Centre de Relation Client
1 week ago
Quebec City, Canada Kaleido Full time**Agent - Centre de relations clients** **Description du poste** Tu recherches un milieu de travail stimulant, convivial et axé sur des valeurs humaines? Notre service Centre de relations clients cherche un **Agent, Centre de relations clients (CRC) **pour compléter son attachante équipe multidisciplinaire pour contribuer à faire rayonner...
-
Agent Service Client
7 months ago
Quebec City, Canada Intact Full timeNous cherchons un Agent service à la clientèle pour notre équipe grandissante! **Ce que vous accomplirez chez nous**: - Répondre aux appels d'urgence des assurés sinistrés et ouvrir, au besoin des dossiers de réclamations en automobile et en habitation. - Répondre de manière professionnelle aux appels afin de prendre en charge nos assurés. -...