Client Services Investment Assistant (Quebec City)

Client Services Investment Assistant (Quebec City)

18 Sep
|
Desjardins Group
|
Quebec City

18 Sep

Desjardins Group

Quebec City

Grow your career as a Client Services Investment Assistant at Desjardins. In this hybrid role, focus on client relationship management and securities product sales tailored to member needs.

This position involves analyzing client requests and providing integrated service offers across various investment options. You will support business operations, ensure compliance, and maintain high service quality while enhancing member satisfaction. Your interpersonal skills will be vital in negotiating and maintaining robust client relationships.

Key Responsibilities:
• Provide tailored investment solutions to clients
• Support compliance processes and manage branch resources
• Handle complex operational tasks and staff logistics




• Serve as a resource for branch employees on policies
• Resolve client queries with dedicated support

Requirements:
• General college diploma in related areas
• At least two years of pertinent experience
• Bilingual skills in French and English required
• Familiarity with securities and investment procedures
• Proven ability to communicate effectively and solve problems

Empower clients and grow within the Desjardins workplace, where service quality and member satisfaction are prioritized.
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📌 Client Services Investment Assistant (Quebec City)
🏢 Desjardins Group
📍 Quebec City

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