Join Desjardins as an Affluent Client Services Agent, focusing on high-net-worth clients and personalized financial service. Provide expert support and enhance client interactions in this temporary role.

This 18-month position requires a minimum of three years of relevant experience, offering the chance to engage deeply with affluent clients. You will be tasked with fulfilling their unique banking and financial service needs, while also collaborating with advisors to create effective solutions. Your role significantly impacts the client experience by ensuring seamless service and supporting optimal financial transactions.

Key Responsibilities:
• Build robust relationships with affluent clients




• Identify and meet complex client needs effectively
• Manage operational tasks for advisors
• Guide clients in using digital banking tools
• Keep up with Desjardins products and competitors

Requirements:
• Attestation of Collegial Studies
• At least three years of relevant experience
• French language proficiency required
• Customer-focused and adaptable skills
• Excellent communication abilities

Utilize your financial knowledge to make a difference in clients' lives at Desjardins.
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📌 Affluent Client Services Agent At Desjardins Quebec City (Canada)
🏢 Desjardins Group
📍 Canada