Elevate client satisfaction at Desjardins as a Client Services Investment Assistant. Engage with advisors to manage accounts and resolve client queries efficiently. In this pivotal role, you will assist financial advisors by implementing various administrative responsibilities essential for securities account management.
You will handle the preparation of meeting documentation and manage transaction records diligently. Your proactive nature will ensure that you meet both client and advisor needs seamlessly. Key Responsibilities:
- Compile necessary documents for client and member meetings
- Manage and update advisors' schedules and communications
- Facilitate account openings and related transactions as directed
- Address client inquiries and provide researched solutions
- Assist in generating reports and necessary documentation Requirements:
- College diploma in a suitable field is required
- Minimum of one year's applicable experience
- French language proficiency is necessary
- Exceptional interpersonal skills with a focus on customer service
- Ability to adapt and learn in a quick-paced environment Bring your passion for client service and proactive approach to support Desjardins' mission.