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 workplace Bring your passion for client service and proactive approach to support Desjardins' mission.

📌 Client Services Investment Assistant Role Saint Hyacinthe (Saint-Hyacinthe)
🏢 Desjardins
📍 Saint-Hyacinthe