Hybrid Securities Member & Client Services Specialist

Relevance; Chaudière-Appalaches; Híbrido; CAD 45 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Competitive salary

4 weeks vacation

Pension plan

Group insurance

Telework equipment reimbursement

Resumo da oferta

Desjardins is seeking a Securities Member and Client Service Agent to support investment advisors by handling client inquiries, processing information requests, and developing client relationships. The role emphasizes service quality, product knowledge, and tailored client solutions across discretionary investing, mutual funds, ETFs, and structured products.

The position offers a hybrid work model with competitive compensation, annual bonus eligibility, vacation, a defined benefit pension, and

Qualificações

• 3+ years of relevant experience.
• Knowledge of French is required.
• Specific financial services experience is preferred.

Responsabilidades

• Provide administrative, customer service and business development support to investment advisors and the team.
• Respond to information requests from clients regarding accounts and firm products; conduct research and forward requests as needed.
• Help clients choose tools and channels based on independence and automation preferences.
• Take calls, handle information requests and forward them to the right person.
• Identify team operational risks and opportunities for improvement.

Conhecimentos

Customer service

Sales support

Interpersonal savvy

Information management

Formação académica

Attestation of Collegial Studies

Descrição da oferta de emprego

Desjardins is seeking a Securities Member and Client Service Agent to support investment advisors by handling client inquiries, processing information requests, and developing client relationships. The role emphasizes service quality, product knowledge, and tailored client solutions across discretionary investing, mutual funds, ETFs, and structured products.

The position offers a hybrid work model with competitive compensation, annual bonus eligibility, vacation, a defined benefit pension, and