Wealth Management Assistant, Internship

Posted 4 weeks ago

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About the role

  • Client Service Agent at Desjardins supporting investment services and client relations. Performing administrative tasks and responding to client inquiries in a hybrid work environment.

Responsibilities

  • Support the investment advisor or team in all administrative, client service, and business development activities.
  • Respond to client inquiries about their accounts and/or the products and services offered by the firm, perform necessary follow-ups and research to ensure high-quality service at all times, and refer inquiries to the appropriate person when required.
  • Assist members and clients in selecting and optimally using various tools and alternative channels that promote self-service and automation.
  • Handle telephone calls and specific information requests and, when required, refer them to the appropriate person.
  • Participate in identifying operational risks and researching improvements related to your team's activities.

Requirements

  • College diploma (AEC) in a relevant field
  • A minimum of three years of relevant experience
  • Proficiency in French required

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance plan including telemedicine services
  • Reimbursement for health and wellness expenses and for remote-work equipment

Job title

Job type

Full Time

Experience level

Entry level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

HybridSherbrookeCanada

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