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Securities Client Support Specialist

Company

Desjardins

Location

quebec, capitale nationale

Type

Full-time

Enhance client satisfaction as a Securities Client Support Specialist at Desjardins. Your proactive roles in account management, documentation, and advisor support ensure seamless operations.

This role demands a hands-on approach to support the advisors' daily operations. You'll track client transactions, manage schedules, and prepare comprehensive documentation, ensuring all client interactions meet high quality standards. Strong interpersonal skills are vital in managing the relationship with clients and team members.

Key Responsibilities:
• Prepare necessary documents for client meetings
• Manage calendars and voicemail for advisors
• Facilitate account openings and securities transactions
• Address client inquiries with researched solutions
• Participate in report generation and documentation

Requirements:
• General college diploma in a related field
• Minimum of two years relevant experience
• P...

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