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 securities service agent supporting Desjardins members and clients with investment products, accounts, and service requests. Providing administrative, sales, and business-development support to investment advisors.
Responsibilities
- Serve, prospect for, solicit, and develop and maintain business relationships with members and clients
- Sell securities products and services through various distribution channels based on member/client needs and current strategies and practices
- Provide administrative, customer service and business development support to investment advisors and the team
- Respond to client information requests regarding accounts and the firm’s products and services; conduct research and follow up as needed
- Help members/clients choose and use tools and channels based on their desired independence and automation
- Take phone calls, handle information requests, and forward them to the right person
- Help identify the team’s operational risks and opportunities for improvement
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- 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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Not specified
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