At a Glance
- Tasks: Help clients with securities products and maintain strong business relationships.
- Company: Join Desjardins, North America's largest cooperative financial group.
- Benefits: Enjoy competitive salary, flexible vacation, and health benefits.
- Other info: Diverse and inclusive workplace with opportunities for growth.
- Why this job: Make a real impact while developing your career in finance.
- Qualifications: 3 years of relevant experience and strong communication skills required.
The predicted salary is between 47250 - 57750 $ per year.
As a securities member and client service agent, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You assist members and clients and help maintain business relationships. You carry out sales, sales support and client relations activities for specific products and services or in response to information requests in accordance with current practices, tailoring your approach as needed. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures.
More specifically, you will be required to:
- Provide administrative, customer service and business development support to investment advisors and the team
- Respond to information requests from clients regarding their accounts and the firm’s products and services.
- Conduct research and follow up as needed to deliver quality service.
- Forward requests to the right person
- Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
- Take phone calls, handle information requests and forward them to the right person
- Help identify your team’s operational risks and opportunities for improvement
Benefits:
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
What you bring to the table:
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Equity, Diversity, Inclusion and Accessibility:
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve. If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Member and Client Services Agent 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.
