Client Assistant – Desjardins Private Management

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

As Client Assistant – Desjardins Private Management, you help serve and maintain business relationships with members and clients. You help sell products and services through multiple distribution channels based on member/client needs and current strategies and practices.

You help build and maintain business relationships with members and clients. You drive results by reviewing information requests and helping promote and sell products and services based on client needs and your unit’s business objectives and strategies.

You ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. Interpersonal savvy is therefore essential.

General Information on the Position

Other working conditions

  • The work arrangement for the position is hybrid work #LI-Hybrid
  • Number of jobs available : 3

Qualifications

  • General college diploma in a related field
  • A minimum of 1 year 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

 

Specific knowledge

  • Proficiency in Word, PowerPoint and Excel in a Windows environment

Desjardins Cross-sector skills

Other Jobs You May Be Interested In

Action oriented, Customer Focus, Differences, Nimble learning

 

Key competencies for the job

Drive results, Interpersonal Savvy

Work Location

Complexe Desjardins Montréal

Trade Union

FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée

Unposting Date

2023-10-26

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.