Member Services Agent, Securities
Desjardins
full-time
Posted on:
Location Type: Hybrid
Location: Montréal • Canada
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About the role
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels
- 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
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Knowledge of French is required
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
customer servicebusiness developmentrelationship managementcommunication
Certifications
Attestation of Collegial Studies