Client Delivery Associate
Top Benefits
About the role
Application Deadline: 11/09/2025
Address: 20 Erb Street West
Job Family Group: Commercial Sales & Service
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
- Handles transactional requests, escalations and investigation of all types of service needs for clients.
- Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
- Publishes regular and ad-hoc reports and dashboard
- Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
- Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
- Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
- Responds to and facilitates the resolution of client service requests.
- Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
- Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
- Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
- Specialized knowledge.
Foundational level of proficiency:
- Regulatory Compliance
- Document Management
- Problem-Solving
- Collaboration
Intermediate level of proficiency:
- Product Knowledge
- Data Analysis Reporting
- Microsoft Office
- Detail-Oriented
- Teamwork
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.
Client Delivery Associate
Top Benefits
About the role
Application Deadline: 11/09/2025
Address: 20 Erb Street West
Job Family Group: Commercial Sales & Service
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
- Handles transactional requests, escalations and investigation of all types of service needs for clients.
- Engages with clients to ensure immediate needs are met and assesses the effectiveness of issue resolutions.
- Publishes regular and ad-hoc reports and dashboard
- Demonstrates knowledge of products and services, directing clients to the most relevant resources to address their needs.
- Contributes to the development of new products or services based on insights gathered from client interactions and market analysis.
- Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
- Responds to and facilitates the resolution of client service requests.
- Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
- Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
- Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
- Analyzes issues and determines next steps.
- Broader work or accountabilities may be assigned as needed.
Qualifications:
- 2 – 3 years of relevant experience in Client Relationship, Financial Services or Service Excellence in a corporate or banking environment is preferred.
- Bachelor’s degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
- Specialized knowledge.
Foundational level of proficiency:
- Regulatory Compliance
- Document Management
- Problem-Solving
- Collaboration
Intermediate level of proficiency:
- Product Knowledge
- Data Analysis Reporting
- Microsoft Office
- Detail-Oriented
- Teamwork
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.