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Member and Client Services Agent, Securities
Desjardins. Serve, prospect for, solicit, and develop and maintain business relationships with members and clients .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in business development and client relationship management, with a strong focus on securities products and services. Proficient in providing administrative support and responding to client inquiries while identifying operational risks and opportunities for improvement.
Highest-signal resume keywords
Business DevelopmentClient Relationship ManagementSecurities Products KnowledgeFrench Language ProficiencyAdministrative Support
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Securities ProductsMutual FundsExchange-Traded FundsStructured ProductsClient Information Research
Soft Skills
Customer ServiceCommunicationProblem Solving
Tools & Technologies
Business Development ToolsClient Management Systems
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Investment AdvisorsOperational RisksDistribution Channels
About the role
Key responsibilities & impact- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Support discretionary management, mutual funds, exchange-traded funds and structured products
- Provide administrative, customer service and business development support to investment advisors and the team
- Respond to client information requests regarding accounts and products and services; conduct research and follow up as needed
- Help members/clients choose and use tools and channels based on their desired independence and automation
- Take phone calls, handle information requests and forward them to the right person
- Help identify operational risks and opportunities for improvement
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- 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