Elevate your career with Desjardins as a Client Financial Services Agent. Provide exceptional support to members and clients while cultivating meaningful business relationships.
This role requires three years of experience to effectively assist advisors, meet client needs, and deliver personalized support. You will be central in driving business development initiatives, adapting your approach based on client preferences in investment and financing. Your goal is to ensure client satisfaction while maintaining the highest service quality standards.
Key Responsibilities:
- Handle client requests and recommend appropriate solutions
- Assist colleagues with managing agendas and emails
- Address member and client needs with tailored recommendations
- Promote independence using tools and channels effectively
- Participate in sales initiatives and seize business opportunities
Requirements:
- Attestation of Collegial Studies required
- Minimum of three years of relevant experience
- Mutual fund representative certificate is a must
- Bilingualism in French is essential
- Other qualifications may be considered
Bring your communication skills and adaptability to deliver top-notch client service at Desjardins.
Client Financial Services Expert at Desjardins employer: Relevance
Desjardins est un employeur de choix, offrant un environnement de travail inclusif et dynamique au Bas-Saint-Laurent et en Gaspésie — Îles-de-la-Madeleine. Avec des avantages tels qu'un salaire concurrentiel, un régime de retraite à prestations déterminées et des opportunités de développement professionnel, nous valorisons le bien-être de nos employés tout en favorisant une culture de collaboration et d'engagement. Rejoindre notre équipe, c'est contribuer à un mouvement coopératif qui place les membres et clients au cœur de nos actions.
