At a Glance
- Tasks: Enhance client experiences and guide them in using tech tools effectively.
- Company: Join Desjardins, a leader in client-focused financial services.
- Benefits: Full-time role with competitive pay and opportunities for growth.
- Other info: Dynamic work environment with a focus on collaboration and support.
- Why this job: Make a real difference in clients' lives while developing your skills.
- Qualifications: Customer service experience and strong teamwork skills required.
The predicted salary is between 45000 - 55000 $ per year.
Become an Advisory Agent with Desjardins, focusing on enhancing member and client experiences in a full-time on-site capacity.
Guide clients in using technological tools to fulfill their needs.
This role is essential in delivering exceptional client experiences at Desjardins.
As an Advisory Agent, you will interface directly with clients, helping them utilize available resources and directing them to proper assistance when needed.
Collaboration with personal finance advisors will be key in this capacity.
Key Responsibilities
- Educate members on self-service application usage
- Provide a warm welcome and assess member needs
- Foster business development through quality service
- Resolve issues related to fraud, making appropriate referrals
- Work with personal finance advisors for service improvement
Requirements
- Customer service experience is essential
- Skills in identifying client needs quickly
- Understanding of business relationships and development
- Familiarity with tools used in financial services
- Strong teamwork skills
Drive meaningful member support at Desjardins as an Advisory Agent dedicated to client experience.
Client Experience Advisory Agent Role in La Malbaie employer: Desjardins
Desjardins is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for professionals looking to thrive in the legal field. With a strong emphasis on employee development and innovation, you will have the opportunity to lead a dedicated team while contributing to meaningful outcomes for clients and members. Located in a vibrant community, Desjardins offers competitive benefits and a commitment to diversity, ensuring that every employee feels valued and empowered.
