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Desjardins
Desjardins
AsigurăriFinanțeServicii bancare
Desjardins este o cooperativă financiară nord-americană care deservește persoane fizice, companii și comunități din întreaga Canadei. Oferta sa include servicii bancare pentru persoane fizice și companii, carduri de credit, credite ipotecare, împrumuturi, economii și investiții, precum și asigurări auto și pentru locuință. Organizația combină serviciile financiare și de asigurare cu un model cooperatist care le oferă membrilor un rol în luarea deciziilor, punând accent pe investiții responsabile, sprijinirea economiei locale, implicarea în comunitate și dezvoltarea tinerilor.
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Locurile de muncă ale companiei

Securities Member and Client Services Agent – Desjardins

Desjardins is seeking a securities service agent to support investment advisors and member-client relationships. The role combines account assistance, client service, sales support, research, and business development across Quebec branches.

CACanadaHibridNormă întreagăNivel mediuSeniorLimbă Obligatorie: englezăLimbă Obligatorie: francezăReprezentant Servicii CliențiServicii pentru clienți

Descriere

  • Support investment advisors and the wider team with administrative, client service, and business development activities
  • Answer client questions about accounts, products, and services
  • Research requests and complete follow-up to provide effective service
  • Route inquiries and requests to the appropriate contact
  • Guide members and clients toward tools and service channels suited to their preferred level of independence and automation
  • Answer telephone calls, address information requests, and direct them appropriately
  • Help the team recognize operational risks and opportunities to improve
  • Serve members and clients while prospecting for, soliciting, and developing lasting business relationships
  • Support the sale of securities products and services through distribution channels aligned with client needs and current practices
  • Perform sales, sales support, and client relationship activities for designated products and services
  • Maintain member and client satisfaction and service quality in line with organizational standards and procedures

Cerințe

  • Attestation of Collegial Studies
  • At least three years of relevant experience
  • Equivalent combinations of qualifications and relevant experience may be considered
  • Working knowledge of French is required

Beneficii

  • Competitive salary with an annual bonus
  • Four weeks of flexible vacation from the first year
  • Defined benefit pension plan offering predictable retirement income
  • Group insurance coverage with telemedicine
  • Reimbursement for health and wellness expenses and telework equipment

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