Client Focused Advisory Agent Role London

Client Focused Advisory Agent Role London

31 Jul
|
Desjardins
|
London

31 Jul

Desjardins

London

Take on a full time Advisory Agent role at Desjardins, supporting clients with tools to empower self-service transactions. This temporary position emphasizes technology and client relations.

For a 12-month duration, your role will involve direct engagement with members, offering insights into technological tools while enhancing business relationships through effective service methods. You'll deal with fraud issues, educate clients, and ensure compliance with risk management standards in every interaction.

Key Responsibilities:
Guide clients on available technological tools for self-service
Contribute to business relationships through positive service
Assist with fraud-related concerns and ensure proper referrals
Remain knowledgeable about current market standards
Adhere to compliance and risk management policies

Requirements:
High school diploma in a relevant domain
Two years of relevant experience required
Proficient in French, English, and Spanish
Understanding of Desjardins and competitor services
Knowledge of security and operational standards

Embrace this chance to enhance client experiences and operational efficiency at Desjardins as an Advisory Agent.
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📌 Client Focused Advisory Agent Role London
🏢 Desjardins
📍 London

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