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Advisor, Member/Client Sales and Service
DesjardinsMember/client service advisor responsible for developing and maintaining business relationships. Engaging with clients to enhance satisfaction and promote specialized products and services.
About the role
Key responsibilities & impact- Help solicit, develop, and maintain business relationships with members and clients
- Provide customer service and sell specialized products and services through multiple distribution channels based on member/client needs
- Drive results by reviewing information requests for specialized products and services and promoting and selling them according to client needs and the unit’s business objectives and strategies
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
- Establish an advisory relationship by identifying current and potential needs and supporting client retention
- Advise members and clients on specialized products and services and ensure their satisfaction
- Review client needs and compile and analyze relevant data
- Assist members and clients by listening to their needs and proposing personalized solutions
- Help identify your unit’s operational risks and opportunities for improvement
- Stay up to date on the latest standards, products, and services in your field.
Requirements
What you’ll need- College diploma in a related field
- Minimum of one year of relevant experience
- Knowledge of French is required
- Advanced proficiency in English due to the nature of the duties, required work tools, or interactions with English-speaking partners, members, and/or clients
Benefits
Comp & perks- 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 for health and wellness expenses and telework equipment
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Data AnalysisSales TechniquesProduct KnowledgeClient Needs AssessmentOperational Risk Identification
Soft Skills
Interpersonal SkillsProblem-SolvingActive ListeningAdvisory Skills
Certifications
College Diploma