Member & Client Experience Advisor

A financial services organization in Windsor seeks a full-time member/client experience advisory agent to enhance member satisfaction. This role involves supporting clients with banking transactions, promoting products, and ensuring smooth financial operations. Candidates must possess a high school diploma, with at least two years of experience, and strong...

A leading financial services organization is seeking a Member and Client Experience Advisory Agent in Windsor, Canada. The role involves supporting clients with their banking transactions, promoting products, and providing advice on digital solutions. Ideal candidates should have a high school diploma and at least two years of relevant experience, along with...

A financial services organization in Windsor is looking for a member and client experience advisory agent. In this full-time on-site role, you will enhance member satisfaction by providing expert advice and support on banking transactions and technological tools. Essential qualifications include a high school diploma and at least two years of relevant...

Permanent Full Time -Investment Planning Counsel (IPC) is one of Canada's leading independent wealth management firms. We are a diverse group of people all driven towards one goal: helping our advisors build a better business through a remarkable client experience.    In November 2023, Canada Life acquired IPC.  Canada Life is a member of the Power...

Temporary 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...

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 their financial empowerment. You promote the...

Advisory Agent, Member and Client Experience page is loaded## Advisory Agent, Member and Client Experienceremote type: The work arrangement for the position is full-time on-site worklocations: Windsor (Québec)time type: Part timeposted on: Posted Todayjob requisition id: R The work mode arrangement for the position is full-time on site.As a member and...

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 their financial empowerment. You promote the...

The work mode arrangement for the position is full-time on site. Required: As a member and client experience advisory agent, at Caisse Desjardins Ontario, 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...

Overview The work mode arrangement for the position is full-time on site. Responsibilities 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 their financial...