Join Desjardins as a Financial Services Client Agent, dedicated to enhancing the experience of high-net-worth clients. This role blends personalized support with financial expertise to meet client needs effectively.

As a vital team member, you will be responsible for providing tailored services to affluent clients while collaborating closely with financial advisors. This temporary 18-month position emphasizes building lasting relationships and facilitating operational tasks for seamless client banking experiences. You'll also guide clients in utilizing Desjardins's tools, promoting digital self-service.

Key Responsibilities:
• Deliver personalized service to clients with intricate financial requirements
• Identify and propose personalized solutions for client needs




• Assist advisors in file management and follow-ups
• Ensure the accurate execution of banking operations
• Educate clients about Desjardins’s digital solutions

Requirements:
• Attestation of Collegial Studies mandatory
• At least three years of relevant experience
• Mutual fund representative certificate needed
• Proficiency in French required
• Solid action orientation and interpersonal skills

Make a positive impact in the financial services sector and grow your career at Desjardins.
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📌 Financial Services Client Agent Desjardins Quebec City
🏢 Desjardins
📍 Quebec City