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Desjardins
Desjardins
Bank ishiMoliyaSug‘urta
Desjardins — Kanada bo‘ylab jismoniy shaxslar, bizneslar va jamoalarga xizmat ko‘rsatuvchi Shimoliy Amerikadagi moliyaviy kooperativdir. Uning xizmatlari shaxsiy va biznes bank xizmatlari, kredit kartalari, ipoteka, kreditlar, jamg‘armalar va investitsiyalar, shuningdek avtomobil va uy-joy sug‘urtasini qamrab oladi. Tashkilot moliyaviy va sug‘urta xizmatlarini a’zolarga qarorlar qabul qilishda ishtirok etish imkonini beradigan kooperativ modeli bilan birlashtirib, mas’uliyatli investitsiyalar, mahalliy iqtisodiyotni qo‘llab-quvvatlash, jamoatchilik hayotidagi ishtirok va yoshlar rivojiga e’tibor qaratadi.
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Kompaniyadagi ish o‘rinlari

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.

CAKanadaGibridTo‘liq stavkaO‘rta darajaSeniorTalab Qilinadigan Til: inglizchaTalab Qilinadigan Til: fransuzchaMijozlar bilan ishlashMijozlarga xizmat ko‘rsatish vakili

Tavsif

  • 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

Talablar

  • 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

Imtiyozlar

  • 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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