Member/client services agent, Securities

June 09, 2021

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-04The incumbent supports an investment advisor or a team of investment advisors while providing professional and efficient customer service and ensuring the sound administrative management of client accounts, in accordance with the firm's policies and procedures and the regulatory standards of the securities industry. This person handles information requests from clients and assumes various operational support responsibilities specific to the advisor or team's activities.

General Information on the Position

Responsabilities

  • Support the investment advisor (or team) in all administrative, customer service and business development activities.

  • Respond to information requests from clients regarding their account and/or products and services offered by the firm, and carry out the necessary follow-up and research to deliver quality service at all times.

  • Complete, check and forward various account opening forms.

  • Monitor daily activity in client accounts and handle various administrative details to free up the advisor(s).

  • Check data from various information sources in accordance with established policies and standards (transaction corrections, cheque requisitions and deposits, transfer follow-ups, mail received and sent, swaps and RRSP contributions).

  • Carry out data entry, including production of various client documents, while ensuring layout and writing quality.

  • Help identify operational risks and improvements.

Other working conditions 

  • Number of jobs available:1 

Qualifications

  • Attestation of College Studies in a related field
  • Minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

  • For vacant positions available in Quebec, please note that knowledge of French is required 

Desjardins Cross-sector skills

Action oriented, Customer Focus, Differences, Nimble learning

Key competencies for the job

Communicates effectively, Interpersonal Savvy, Situational adaptability

Work Location

1170, rue Peel Montréal

Trade Union

Non Syndiqué

Unposting Date

2021-06-22

Job Family

Member/client sales and service (FG)

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