Securities Client Service Assistant (Dolbeau-Mistassini)

Securities Client Service Assistant (Dolbeau-Mistassini)

09 Nov
|
Desjardins
|
Dolbeau-Mistassini

09 Nov

Desjardins

Dolbeau-Mistassini

Build Desjardins client relationships through securities service, personalized solutions, and specialized product support. Use client focus and interpersonal savvy across daily member interactions.

As an Investment Assistant, you help serve current and potential members and clients while representing the organization. You support sales of mutual funds, exchange-traded funds, structured products, and discretionary management services. You also help maintain service quality, respond to information requests, and support operational activities across one or more branches.

Key Responsibilities:

- Analyze member and client needs for personalized solutions
- Develop and maintain business relationships with clients
- Handle special client information requests
- Support recruitment and hiring of administrative staff
- Manage employee start and departure logistics

Requirements:

- Related college diploma
- Minimum two years of relevant experience
- French language knowledge
- Customer focus and action-oriented approach
- Ability to negotiate client agreements

Bring relationship development, client service, and securities product knowledge to a Desjardins Investment Assistant position.

📌 Securities Client Service Assistant (Dolbeau-Mistassini)
🏢 Desjardins
📍 Dolbeau-Mistassini

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