Client Relations Securities Support Agent (St-Georges)

Client Relations Securities Support Agent (St-Georges)

09 Nov
|
Desjardins
|
St-Georges

09 Nov

Desjardins

St-Georges

Build stronger member and client relationships through responsive account support, research, and service coordination. Desjardins offers this hybrid securities service assignment.

In this agent role, you help serve, prospect for, solicit, and develop business relationships with securities members and clients. You handle phone calls and information requests, investigate questions, and coordinate follow-up. You also help clients choose tools and channels suited to their desired independence and automation. Your interpersonal savvy supports satisfaction and service quality.

Key Responsibilities:

- Take calls and manage incoming information requests
- Conduct research and complete required follow-up




- Coordinate responses with the appropriate internal contact
- Help clients select tools and channels
- Support business development and client relationship activities

Requirements:

- Attestation of Collegial Studies
- Three years of relevant experience minimum
- Knowledge of French required for the position
- Customer-focused and action-oriented approach
- Solid interpersonal savvy and communication skills

Use research, communication, and relationship-building strengths to deliver quality securities service for Desjardins members and clients.

📌 Client Relations Securities Support Agent (St-Georges)
🏢 Desjardins
📍 St-Georges

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