Client account analyst

October 08, 2019

(Work place: Montréal)

Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods.

Job Level

NV-08As a client account analyst, you provide administrative support to Desjardins components and help administer specialized products and member/client accounts.You analyze and help diagnose issues, provide opinions in accordance with the rules for your discipline, and help develop recommendations and implementation plans. You develop tools, methods and processes. Your projects and initiatives require extensive knowledge of your line of work.You share ideas and help solve problems using your analytical skills, extensive knowledge of your line of business and ability to manage complexity. You interact with stakeholders working in other fields.You provide discipline-specific support to your unit, clients and partners.

More specifically, you’ll set up new client accounts and make changes to existing client accounts (merge and divide accounts, change portfolio managers, etc.).

Other working conditions

  • Temporary work : scheduled to end on : 2020-10-30
  • Number of job available :  1

Qualifications

  • Bachelor’s degree in finance and accounting
  • Minimum of two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered.

  • For vacant positions available in Quebec, please note that knowledge of French is required. 

Specific knowledge

  • Intermediate knowledge of Excel
  • Proficient speaker, advanced knowledge of English

Desjardins Cross-sector skills

Accountability, Collaborates, Customer Focus, Innovation

Key competencies for the job

Business insight, Communicates effectively, Complexity, Customer Focus, Plans and aligns

Work Location

Complexe Desjardins Montréal

Trade Union

Non Syndiqué

Unposting Date

2019-10-22

Job Family

Administration (FG)

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