Client Services Assistant supporting admissions, registration, and student records at Okanagan College. Providing client service and advising applicants across British Columbia campuses.
About the role
- Hybrid financial services agent supporting Desjardins clients and advisors. Handling service requests and promoting investment, financing, protection, and self-service solutions.
Responsibilities
- Support advisors in service delivery and maintenance of business relationships
- Offer simple and fast solutions for investments, financing, and protection aligned with established strategies
- Handle requests from members and clients by taking necessary steps and conducting required research
- Help with agenda and email management
- Support members and clients with selection and optimal use of tools and alternate channels to promote self-service and automation
- Identify business opportunities and participate in sales development through various initiatives
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
Job title
Job type
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