Member/client services agent, Securities, Service Signature

Desjardins; Montreal; Hybrid; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus program

4 weeks vacation

Pension plan

Group insurance

Telework equipment

Job summary

Desjardins is seeking a member/client service agent – securities in Montreal to support investment advisors and the client-facing team. You will respond to inquiries, advance sales and service opportunities, and help clients maximize use of tools and channels according to their preferences.

In this role you contribute to delivering high-quality service, maintain client relationships, and participate in business development activities within current practices and standards.

Qualifications

• 3+ years of relevant experience in member/client service or financial services.
• Attestation of Collegial Studies required.
• French language knowledge required.

Responsibilities

• Provide administrative, customer service and business development support to investment advisors and the team.
• Respond to information requests from clients regarding accounts and products; conduct follow-ups to deliver quality service.
• Help members/clients choose and get the most of their tools and channels based on independence and automation needs.
• Answer phone calls and forward information requests to the right person.

Skills

Customer service

Sales support

Relationship building

Phone communication

Education

Attestation of Collegial Studies

Tools

CRM software

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 three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• 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!

Trade Union (If applicable)

Job Family

Member/client sales and service (FG)