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.
You will work in the Private Wealth Management Department and support the team. Your duties will include scheduling appointments with clients (calendar management), completing system transactions (fund transfers) and managing client files in the system.
As a client assistant, you will help serve and maintain business relationships with members and clients by supporting sales and business development. You will carry out support activities related to the sale of products and services through various distribution channels that meet the needs of members and clients in accordance with current practices and strategies.
Your role will involve assisting members and clients, as well as the managers and advisors at Desjardins Private Wealth Management, and you will participate in maintaining business relations. You will perform sales, sales support and client relations tasks relating to specific products and services or information requests, in accordance with current practices, capitalizing on your ability to adapt your approach as required. You will 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.
Carry out transactional instructions (deposits, withdrawals, transfers, periodic transactions, etc.) within the prescribed deadlines and follow up with clients.
Support the team in planning and coordinating activities as well as with following up on and entering information in agendas.
Organize and follow up on the team’s calls and correspondence.
Assist members and clients, be attentive to their needs and recommend solutions that meet their expectations.
Help members and clients choose and make the most of various tools and alternative channels, fostering autonomy and promoting automation.
Handle sales and any related activities and follow-up required. Ensure member and client satisfaction.
Take charge of telephone calls and specific information requests, carry out any necessary research and recommend appropriate solutions.
Seize business opportunities and support sales development by participating in various solicitation activities.
Other working condition
Number of job available : 1
Trade school diploma in a related field
A minimum of two 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
Independent speaker, intermediate knowledge of English
Desjardins Cross-sector skills
Action oriented, Collaborates, Customer Focus, Innovation
Key competencies for the job
Communicates effectively, Interpersonal Savvy, Situational adaptability
Complexe Desjardins Montréal
FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée