Member/client services agent, Securities

Desjardins Group; Quebec; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined benefit pension plan

Group insurance including telemedicine

Telework equipment reimbursement

Job summary

Desjardins Group in Canada is seeking a member/client service agent – securities to support investment advisors and the team. You will provide administrative, customer service and business development support to help grow client relationships and service quality.

You will respond to information requests, conduct research, forward requests, and help members/clients choose and maximize tools and channels based on independence and automation. You will take calls and identify risks for improvement.

Qualifications

• Attestation of Collegial Studies is required.
• Minimum of two years of relevant experience.
• Knowledge of French is required.
• Action oriented, effective communication, customer focus, interpersonal savvy.

Responsibilities

• Provide administrative, customer service and business development support to investment advisors and the team
• Respond to information requests from clients regarding their accounts and the firm’s products and services
• Conduct research and follow up as needed to deliver quality service
• Forward requests to the right person
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
• Take phone calls, handle information requests and forward them to the right person
• Help identify your team’s operational risks and opportunities for improvement

Skills

Customer service

Communication

Sales support

Relationship building

Education

Attestation of Collegial Studies

Job description

As a member/client service agent – securities, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.

More specifically, you will be required to:

• Provide administrative, customer service and business development support to investment advisors and the team
• Respond to information requests from clients regarding their accounts and the firm’s products and services.
• Conduct research and follow up as needed to deliver quality service.
• Forward requests to the right person
• Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
• Take phone calls, handle information requests and forward them to the right person
• Help identify your team’s operational risks and opportunities for improvement

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies
• A minimum of two years of relevant experience

Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability

Equity, Diversity, Inclusion and Accessibility At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!

Desjardins Group is the largest cooperative financial group in North America. We're the choice for over 52,000 employees and we're named one of Canada's top employers by Mediacorp and Forbes. We offer a full range of financial products and services and share our expertise in personal services, business services, wealth management, life and health insurance, and property and casualty insurance. Pursuing a career at Desjardins means being part of an organization that puts people first.