Elevate your career as a Member Services Agent specializing in securities at Desjardins. Focus on customer satisfaction and develop meaningful relationships with clients using our varied investment tools. As part of our team, your role encompasses assisting clients with their securities-related inquiries and fostering solid business connections.
You will be responsible for providing support to investment advisors and addressing requests effectively, ensuring quality service aligned with our organization’s standards. Key Responsibilities:
- Deliver comprehensive support to financial advisors and their clients
- Handle client queries regarding accounts and our offerings
- Guide members in utilizing investment options effectively
- Manage telecommunications and forward inquiries as needed
- Spot operational inefficiencies and suggest enhancements Requirements:
- Attestation of Collegial Studies
- Minimum three years of experience in relevant fields
- French proficiency is mandatory
- Exceptional customer service skills and communication
- Ability to adapt to different situations Bring your client service expertise to Desjardins and contribute to our commitment to equity and diversity.