Customer Service Assistant-FR

Temporary position for a duration of 12 months. If the temporary position becomes permanent, the selected candidate will have the opportunity to obtain the position on a permanent basis.

As a Customer Service Assistant, you work within the Private Management department and provide support to the team to handle, among other things, appointment scheduling with clients, calendar management, organization of logistics for several meetings, and client file management in the system. You also participate in the management and maintenance of business relationships with members and clients by supporting sales and business development. Your role involves providing support to members and clients, private managers, and customer service advisors at Desjardins Private Management, as well as maintaining business relationships. You will carry out activities, such as sales support or client relations, for specific products and services or particular information requests, according to established practices. More specifically, you will be required to:

• Support the team in planning and coordinating activities, as well as tracking and entering information into schedules
• Organize and follow up on calls and correspondence for the team
• Provide support to members and clients, listen to their needs, and propose solutions that meet their expectations. Ensure the satisfaction of members and clients
• Handle telephone calls and specific information requests, conduct necessary research, and propose appropriate solutions
• Collect, gather, and analyze information

What we offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation after the first year
• Defined benefit pension plan that ensures a predictable and stable income throughout retirement
• Group insurance plan including telemedicine services
• Reimbursement of health, wellness, and telework equipment expenses
• Benefits are subject to eligibility criteria

What you will bring

• College diploma (DEC technical) in an appropriate discipline
• At least one year of relevant experience
• Please note that other combinations of education and relevant experience may be considered
• Knowledge of French is required
• Proficiency in Word, PowerPoint, and Excel in a Windows environment

Appreciate differences, Learn with agility, Be client-oriented, Be action-oriented, Master interpersonal relationships, Aim for results

Curious to discover Desjardins? Click here

Union (if applicable) FCDQ-MTL-SEPB 575 Garde de valeurs-Gestion privée (00008) (2015-01-01 - )

At Desjardins, we believe in equity, diversity, and inclusion. We are committed to welcoming all individuals, considering and valuing them for who they are, enriching ourselves with their differences and uniqueness, and, most importantly, offering them a work environment where they will feel at home. For us, discrimination, in any form, is a zero-tolerance policy! We believe in the importance of our teams reflecting the diversity of our members, our clients, and the communities we serve.

If you need assistance to make the recruitment process or the position more accessible, please let us know. Accommodation measures will be offered to individuals who request them at any stage of the recruitment process.

Job Family

Member and Client Services - Sales (GF)

Closing Date 2026-07-27