Operations Support Agent

Desjardins Group; Montreal; On-site; CAD 40,000 - 60,000; Full time

Job summary

A leading financial services organization is seeking a full-time on-site operations associate. The role involves reconciling reports, managing customer interactions, and ensuring compliance with operational procedures. Candidates must have a high school diploma and relevant experience, with a focus on customer service and data management.

Benefits

Competitive salary and annual bonus

4 weeks of flexible vacation starting in the first year

Defined benefit pension plan

Group insurance including telemedicine

Reimbursement of health and wellness expenses and telework equipment

Qualifications

• Minimum of two years of relevant experience.
• Knowledge of French.
• Knowledge of caisse operations and security measures.

Responsibilities

• Processing and reconciling reports for caisse sectors.
• Inputting, validating, and saving data in the system.
• Handling calls from the AccèsD Contact Centre to ensure customer satisfaction.

Skills

Customer Service

Data Validation

Problem Solving

Education

High school diploma in a related field

Job description

The work mode arrangement for the position is full-time on-site work.

The incumbent carries out various operational activities related to processes associated with caisse products and services. They perform supplemental transactions resulting from the transfer of activities to the various affected Desjardins components. Specifically, the responsibilities include:

1. Processing and reconciling reports and requests for all caisse sectors, including handling follow-up activities with members and customers as needed.
2. Inputting, validating, and saving data in the system.
3. Carrying out liaison activities with relevant Desjardins components and processing transaction notices with follow-up.
4. Performing search requests and organizing information according to procedures.
5. Managing filing and document storage activities in compliance with current practices and regulations.
6. Handling calls from the AccèsD Contact Centre, proposing solutions, and ensuring customer satisfaction.
7. Ensuring timely completion of activities with quality standards and maintaining transaction security.

We offer:

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment

*Benefits are based on eligibility criteria.

Qualifications include:

• High school diploma in a related field
• Minimum of two years of relevant experience (other qualifications may be considered)
• Knowledge of French
• Knowledge of products, services, data integration, security measures, and operational procedures related to caisse operations

Additional notes:

• Drive results and adapt to situations
• Position is on-site

Desjardins values diversity and inclusion and is committed to accessible recruitment processes.