Member/client services agent, Securities

September 13, 2021

(Work place: Québec)

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-04As a member/client service agent – securities, 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.

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 condition

  • Number of jobs available : 1

Qualifications

  • College diploma in a related field
  • A minimum of three 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

70, rue Dalhousie Québec

Trade Union

Unposting Date

2021-09-23

Job Family

Member/client sales and service (FG)

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