Advisory Agent, Member and Client Experience

Work mode arrangement: full-time on site.

Responsibilities

• Support members and clients by telling them existing applications and technological tools that can help them do transactions and operations on their own.
• Welcoming members and customers warmly and courteously, quickly ascertains members' and customers' needs in order to direct them to individuals who can assist them or to alternative distribution channels.
• Contribute to business development and maintain business relationships through service delivery and activities.
• Assist members and clients who have encountered fraud or irregularities, and ensure that they are referred to the appropriate partners.
• Work in collaboration with personal finance advisors and improve the service offered to members.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined bene...