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At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Level
NV-05
Desjardins values diversity and equity in the workforce and is committed to meeting the needs of people with disabilities by adapting the recruitment process, as needed.
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.
General Information on the Position
Main responsibilities
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Carry out transactional instructions (deposits, withdrawals, transfers, periodic transactions, etc.) within the prescribed deadlines and follow up with clients
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Support the team in planning and coordinating activities as well as with following up on and entering information in agendas
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Organize and follow up on the team’s calls and correspondence
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Assist members and clients, be attentive to their needs and recommend solutions that meet their expectations
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Help members and clients choose and make the most of various tools and alternative channels, fostering autonomy and promoting automation
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Handle sales and any related activities and follow-up required. Ensure member and client satisfaction
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Take charge of telephone calls and specific information requests, carry out any necessary research and recommend appropriate solutions
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Seize business opportunities and support sales development by participating in various solicitation activities.
Other working conditions
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The work arrangement for the position is hybrid work #LI-Hybrid
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Number of jobs available : 1
Qualifications
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Trade school diploma in a related field
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A minimum of three years of relevant experience
Please note that other combinaisons of qualifications and relevant experience may be considered
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For vacant positions available in Quebec, please note that knowledge of French is required
Specific knowledge
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with (language)-speaking partners, members and/or clients
Desjardins Cross-sector skills
Action oriented, Customer Focus, Differences, Nimble learning
Key competencies for the job
Drive results, Situational adaptability
Work Location
1173 Cyrville Rd., suite 001,Gloucester
Trade Union
Non Syndiqué
Unposting Date
2023-09-8
Job Family
Member/client sales and service (FG)
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.
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