Location
ormstown, montérégie, Canada
Posted
July 16, 2026
Job Description
Elevate customer satisfaction as a full-time Client Advisory Agent at Desjardins. Utilize your effective communication skills to promote financial empowerment and ensure members feel valued.
In this position, you will welcome clients and address their needs through knowledgeable advice. This role emphasizes the importance of relationship maintenance and service delivery while helping clients manage fraud cases. You will remain informed about the newest products and compliance standards in financial services to better assist clients.
Key Responsibilities:
• Guide clients on available self-service tools
• Assist with fraud and irregularity cases
• Contribute to business development through customer service
• Stay informed about products, standards, and services
• Maintain high compliance and security standards
Requirements:
• High school diploma in a related field
• At least three years of experience
• Knowledge of French is mandatory
• Familiarity wit...
In this position, you will welcome clients and address their needs through knowledgeable advice. This role emphasizes the importance of relationship maintenance and service delivery while helping clients manage fraud cases. You will remain informed about the newest products and compliance standards in financial services to better assist clients.
Key Responsibilities:
• Guide clients on available self-service tools
• Assist with fraud and irregularity cases
• Contribute to business development through customer service
• Stay informed about products, standards, and services
• Maintain high compliance and security standards
Requirements:
• High school diploma in a related field
• At least three years of experience
• Knowledge of French is mandatory
• Familiarity wit...