At a Glance
- Tasks: Assist clients with investment products and support advisors with research and communications.
- Company: Join Desjardins Group, a leader in financial services with a strong community focus.
- Benefits: Enjoy competitive pay, flexible work options, and opportunities for growth.
- Other info: Be part of a supportive team that values innovation and improvement.
- Why this job: Make a difference by helping clients navigate their investment journeys.
- Qualifications: Strong customer service skills and a passion for finance.
The predicted salary is between 63000 - 77000 $ per year.
Desjardins Group is seeking a securities member and client service agent to help serve members and clients with a focus on discretionary management, mutual funds, ETFs and structured products.
You will support investment advisors with research, information requests and client communications, while maintaining strong relationships and service standards.
Role emphasizes customer service, team support, and identifying opportunities to improve operations.
#J-18808-Ljbffr
Hybrid Securities Member & Client Services Advisor employer: Desjardins Group
Desjardins Group is an exceptional employer that prioritizes employee growth and development, offering a dynamic work culture where collaboration and innovation thrive. As a leader in the financial sector, you will have access to comprehensive benefits and opportunities to enhance your skills while making a meaningful impact on client satisfaction across North America.
