Advisor, Real Estate
Montreal, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise members and clients on their renovation projects and handle requests, select ...
Advisor, Real Estate
Montreal, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise members and clients on their renovation projects and handle requests, select ...
Advisor, Real Estate
Montreal, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise, guide and motivate members and clients with regard to specialized programs ...
Advisor, Real Estate
Montreal, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise, guide and motivate members and clients with regard to specialized programs ...
Advisor, Real Estate
Levis, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise members and clients on their renovation projects and handle requests, select ...
Advisor, Real Estate
Levis, QC · Hybrid
Establish an advisory relationship by identifying current and potential needs and supporting client retention. * Advise members and clients on their renovation projects and handle requests, select ...
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
Customer Service Advisor Insurance
Laval, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
Customer Service Advisor Insurance
Laval, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
Customer Service Advisor Insurance
Montreal, QC · On-site +1
Required skills College diploma or equivalent Experience in an advisory and/or negotiation role Experience with client retention and developing client relationships sacA Your benefits In addition to ...
Customer Service Advisor Insurance
Montreal, QC · On-site +1
Required skills College diploma or equivalent Experience in an advisory and/or negotiation role Experience with client retention and developing client relationships sacA Your benefits In addition to ...
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
Customer Service Advisor Insurance
Longueuil, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
Customer Service Advisor Insurance
Longueuil, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
Customer Service Advisor Insurance
Montreal, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
Customer Service Advisor Insurance
Montreal, QC · On-site +1
Experience with client retention and developing client relationships #sacA Your benefits In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits ...
New
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
... client retention. * 🛠 Effectively manage and solve member and client problems using a solution-oriented approach. * 📲 Help members and clients become financially empowered by guiding them to ...
The selected candidate will have overall responsibility for the growth, retention and management of ... Build key relationships within your client organization (CIO, CFO, Director of IT, etc.) * Identify ...
The selected candidate will have overall responsibility for the growth, retention and management of ... Build key relationships within your client organization (CIO, CFO, Director of IT, etc.) * Identify ...
Key Responsibilities Client Retention and Renewal * Manage and execute renewal strategies for existing small and medium business clients to ensure high retention rates and customer satisfaction
Key Responsibilities Client Retention and Renewal * Manage and execute renewal strategies for existing small and medium business clients to ensure high retention rates and customer satisfaction
Client Reporting Analyst
Montreal, QC · Hybrid
CA$52K - CA$87K/yr
The Client Reporting Analyst plays an important role in supporting Client Service Operations by ... We strive to attract, develop and retain a workforce that is as diverse as the customers we serve ...
Client Reporting Analyst
Montreal, QC · Hybrid
CA$52K - CA$87K/yr
The Client Reporting Analyst plays an important role in supporting Client Service Operations by ... We strive to attract, develop and retain a workforce that is as diverse as the customers we serve ...
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
Senior Relationship Manager
Laval, QC · Hybrid
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
Senior Relationship Manager
Laval, QC · Hybrid
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
Senior Relationship Manager
Montreal, QC · On-site
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
Senior Relationship Manager
Montreal, QC · On-site
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
... client retention, and influencing account planning and cross-selling strategies to expand • Strengthen team capabilities by sharing expertise, providing guidance and contributing to continuous ...
New
Client Advisor
Trois-rivieres, QC · On-site
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business * Contribute to team results by listening and spotting ...
Client Advisor
Trois-rivieres, QC · On-site
Focus on education and demonstration, leverage technology to deliver a memorable client experience, drive solutions and retain business * Contribute to team results by listening and spotting ...
Client Retention information
What is the difference between Client Retention vs Customer Service Representative?
| Aspect | Client Retention | Customer Service Representative |
|---|---|---|
| Primary Focus | Building long-term relationships to retain clients | Handling customer inquiries and resolving issues |
| Skills Needed | Relationship management, sales, communication | Communication, problem-solving, product knowledge |
| Work Environment | Sales teams, account management, client-focused roles | Call centers, retail, support departments |
| Goals | Reduce churn, increase client loyalty | Customer satisfaction, issue resolution |
While both roles involve communication with clients or customers, Client Retention focuses on maintaining long-term relationships and reducing churn, often involving strategic engagement. Customer Service Representatives primarily address immediate customer needs and resolve issues to ensure satisfaction. Both roles are essential for business success but differ in scope and objectives.
What is a client retention job?
A client retention job involves developing strategies and maintaining relationships to keep existing clients engaged and satisfied with a company's products or services. Roles often include customer service, account management, and using tools like CRM software to track client interactions and identify opportunities for upselling or renewal. Strong communication and relationship-building skills are essential in this field.
Full-time
Medical, Retirement, PTO
Re-posted 26 days ago
Job description
As a Real Estate Advisor, you help prospect for, solicit and build lasting business relationships with members and clients. You help sell products and services and provide services that meet clients' needs in accordance with current strategies and practices. This includes services related to home renovations. You help develop and maintain business relationships with members and clients in your sector. You drive results by handling unusual or special requests from clients and promoting and selling specialized services that meet their needs. You ensure client satisfaction and service quality in accordance with the organization's standards and procedures. You help analyze clients' needs, develop and implement personalized solutions, and propose integrated service offers. You assist current and potential clients, represent the organization and provide upstream support for renovations. Interpersonal savvy is therefore essential. More specifically, you will be required to:
Establish an advisory relationship by identifying current and potential needs and supporting client retention.
Advise members and clients on their renovation projects and handle requests, select contractors, analyze issues, research solutions and make recommendations.
Make overall observations, identify gaps and opportunities and make appropriate recommendations regarding selected contractors and quotes.
Assist members and clients, be attentive to their needs and propose personalized solutions.
Help identify operational risks and opportunities for continuous improvement in your unit's operations and processes.
Stay on top of the latest standards, products and services in your field.
What we offer*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement of health and wellness expenses and telework equipment
*Benefits apply based on eligibility criteria.
#LI-Hybrid
What you bring to the table
College diploma in a related field
A minimum of two years of relevant experience
Please note that other combinations of qualifications and relevant experience may be considered
Knowledge of French is required
Intermediateknowledge of English due to the nature of the duties or work tools or because the position involves interactions with English-speaking partners, members and/or clients
Trade Union (If applicable)
At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should reflect the diversity of the members, clients and communities we serve.
If there's something we can do to help make the recruitment process or the job you're applying for more accessible, let us know. We can provide accommodations at any stage in the recruitment process. Just ask!
Job Family
Member/client sales and service (FG)Unposting Date
2026-08-16