Support securities clients through account service, product guidance, and relationship development in a hybrid Desjardins environment. Use French and communication skills daily.
As a securities member and client service agent, you support investment advisors, members, and clients. You contribute to business development and sales activities across discretionary management, mutual funds, exchange-traded funds, and structured products. Your work helps deliver service tailored to client needs, independence, and preferred automation. You also support current strategies, practices, standards, and procedures.
Key Responsibilities:
- Support investment advisors and teams administratively, commercially, and through customer service
- Respond to account and product information requests
- Research questions and follow up to deliver quality service
- Guide members toward suitable tools and service channels
- Identify operational risks and improvement opportunities
Requirements:
- Attestation of Collegial Studies
- At least three years of relevant experience
- Knowledge of French is required
- Effective communication and customer focus
- Interpersonal savvy and situational adaptability
Apply securities service, French communication, and client relationship skills while supporting Desjardins investment advisors and customers.
Securities Member Client Service Agent in Saint-Georges 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.
