Serve members and clients as a Securities Member Services Agent with Desjardins, focusing on selling securities products through various channels. Leverage your sales and customer service skills to maintain business relationships.
This temporary position requires you to provide exceptional service to clients and assist with their investment needs. With a minimum of three years of relevant experience and knowledge of French, you will support investment advisors in delivering quality service. Tailor your approach to enhance member satisfaction while assisting with product offerings like mutual funds and exchange-traded funds.
Key Responsibilities:
• Provide administrative and customer service support to investment advisors
• Respond to client information requests and conduct necessary follow-ups
• Assist members in selecting appropriate tools and channels
• Handle phone inquiries and route information requests effectively
• Identify operational risks and suggest impr...