Advisory Agent – Member and Client Experience
Saint-Lambert, Quebec, Canada
Full Time
2 hours ago
No Sponsorship
Key skills
Risk Management
About this role
Role Overview
- Support members and clients by explaining existing applications and digital tools that enable them to complete transactions and manage their accounts independently.
- Contribute to business development and maintain client relationships through service delivery and outreach activities.
- Assist members and clients who have experienced fraud or other irregularities.
- Monitor and process transactions required to resolve cases.
- Stay current with industry standards, products and services in your area of expertise.
- Uphold compliance, security and risk management standards.
Requirements
- High school diploma in a related field
- Minimum of three years of relevant experience
- Knowledge of French is required
Benefits
- Competitive salary and annual bonus
- Four weeks of flexible vacation starting in the first year
- Defined benefit pension plan providing predictable, stable income in retirement
- Group insurance, including telemedicine
- Reimbursement for health and wellness expenses and telework equipment