Overview

Advisory Agent – Member and Client Jobs in Blainville, Canada at Jobtailor

Position: Advisory Agent – Member and Client Experience
Location: Blainville

Overview

Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.

Contribute to business development and maintain business relationships through service delivery and outreach activities.

Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.

Keep up to date with the latest standards, products, and services in your field.

Adhere to compliance, security, and risk management policies and procedures.

Responsibilities

  • Support members and clients by informing them about technological tools and applications that enable them to perform transactions and operations independently.
  • Contribute to business development and maintain business relationships through service delivery and outreach activities.
  • Assist members and clients who have experienced fraud or irregularities, ensuring they are referred to the appropriate partners.
  • Keep up to date with the latest standards, products, and services in your field.
  • Adhere to compliance, security, and risk management policies and procedures.

Requirements

  • High school diploma in a related field
  • Minimum of two years of relevant experience
  • Knowledge of French is required

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Title: Advisory Agent – Member and Client

Company: Jobtailor

Location: Blainville, Canada

Category:

 

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