Join Desjardins as a Financial Services Client Support Specialist, providing exceptional member and client services. Use your financial expertise to deliver rapid investment, financing, and protection solutions catered to client needs.
This role emphasizes solid interpersonal skills as you work closely with advisors, assisting them in building successful client relationships. Your ability to offer tailored advice will directly impact member satisfaction and service quality, all while pursuing business development initiatives. You will be responsible for creating customized offers and facilitating routine transactions for diverse clients.
Key Responsibilities:
• Address client inquiries and recommend appropriate solutions
• Support advisors with scheduling and correspondence
• Identify member expectations and propose relevant financial solutions
• Facilitate client access to financial tools and resources
• Contribute to business opportunities and sales strategies
Requirements:
• At least three years of relevant experience in finance
• College degree in a related field required
• Mutual fund representative certificate mandatory
• Strong proficiency in French
• Knowledge of financial product compliance and procedures
Utilize your expertise in client financial services to foster lasting member relationships at Desjardins.
#J-18808-Ljbffr
📌 Financial Services Client Support Specialist (Quebec City)
🏢 Desjardins
📍 Quebec City
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.