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Member and Client Services Agent, Securities
Desjardins. Provide administrative, customer service and business development support to investment advisors and the team .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer service and business development capabilities, with a focus on maintaining client relationships and ensuring satisfaction. Proficient in handling information requests and providing administrative support to investment advisors.
Highest-signal resume keywords
Customer ServiceBusiness DevelopmentClient RelationsSales SupportFrench Language Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Administrative SupportResearch SkillsSales ActivitiesSecurities Products KnowledgeOperational Risk Identification
Soft Skills
CommunicationProblem-SolvingRelationship Management
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Investment AdvisorsClient SatisfactionDistribution ChannelsService QualityOperational Improvement
About the role
Key responsibilities & impact- 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
- Forward requests to the right person
- Help members/clients choose and get the most of their tools and channels based on how much independence and automation they want
- Take phone calls, handle information requests and forward them to the right person
- Help identify your team’s operational risks and opportunities for improvement
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Help sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Carry out sales, sales support and client relations activities for specific products and services or in response to information requests
- Ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Please note that other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
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 of health and wellness expenses and telework equipment