Client Services Advisor Assistant

Become a Client Services Advisor Assistant at Desjardins and enhance advisor support in securities account management. Engage clients actively while performing essential administrative functions.
In this pivotal role, you will support advisors by managing day-to-day administrative tasks related to client accounts. Your proactive approach will ensure clients receive timely responses and assistance, thereby promoting customer satisfaction and adherence to compliance standards.
Key Responsibilities:
• Develop documentation for client and member meetings
• Manage advisors' schedules and voicemails
• Facilitate account openings and securities transactions
• Respond to client inquiries with researched solutions
• Help prepare reports and essential documents
Requirements:
• General college diploma in a related field
• Minimum of two years of relevant experience
• Proficiency in French required
• Consideration for various qualifications and experience
• S...

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