Member/client services agent, Securities
Hybrid · Saint-Jean-sur-Richelieu, Quebec, Canada
Job Summary
Temporary Member/client services agent for securities at Desjardins. Provides administrative, customer service and business development support to investment advisors and the team; responds to information requests regarding accounts and products; conducts research and follow-up to deliver quality service; helps members/clients choose and maximize tools and channels based on independence and automation; handles calls and information requests; identifies operational risks and opportunities for improvement; hybrid work arrangement in Saint-Jean-sur-Richelieu, QC.
Required Qualifications
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
- Trade Union (If applicable)
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