About the role
Job Description
As a Client Service Associate in Private Wealth, you will be responsible for providing exceptional service to our clients. Your main responsibilities will include:
- Assisting clients with inquiries and transactions
- Managing client accounts and ensuring accuracy
- Collaborating with team members to enhance client experience
- Maintaining up-to-date knowledge of products and services
Required Qualifications
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Previous experience in client service or financial services is an asset
Preferred Qualifications
- Knowledge of investment products and services
- Proficiency in financial software and tools
Other Relevant Details
- Commitment to continuous learning and professional development.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.
About the role
Job Description
As a Client Service Associate in Private Wealth, you will be responsible for providing exceptional service to our clients. Your main responsibilities will include:
- Assisting clients with inquiries and transactions
- Managing client accounts and ensuring accuracy
- Collaborating with team members to enhance client experience
- Maintaining up-to-date knowledge of products and services
Required Qualifications
- Strong communication and interpersonal skills
- Ability to work in a fast-paced environment
- Previous experience in client service or financial services is an asset
Preferred Qualifications
- Knowledge of investment products and services
- Proficiency in financial software and tools
Other Relevant Details
- Commitment to continuous learning and professional development.
About Desjardins
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range of products and services to individuals and businesses through its extensive distribution network, online platforms and subsidiaries across Canada. Ranked among the world's strongest banks according to The Banker magazine, Desjardins has some of the highest capital ratios and credit ratings in the industry and the first according to Bloomberg News.