Work closely with advisors and provide personalized support to members and clients
Help advisors deliver services and maintain business relationships
Take charge of members' and clients' immediate needs by offering easy and rapid investment, financing and protection solutions aligned with the action plan
Ensure member/client satisfaction and service quality according to organizational standards and procedures
Provide significant business development support
Assist members and clients and provide excellent customer service
Create offers for routine transactions
Help sell products and services based on members' and clients' needs and current strategies and practices
Tailor the approach to members' and clients' needs
Handle client requests, perform tasks and research, and recommend appropriate solutions
Help colleagues manage their agenda and emails
Recommend solutions that meet members' and clients' needs and expectations
Help members and clients choose and use tools and channels based on their desired independence and automation
Seize business opportunities and participate in sales development initiatives
Requirements Attestation of Collegial Studies
A minimum of three years of relevant experience
Other combinations of qualifications and relevant experience may be considered
Mutual fund representative certificate - Autorité des marches financiers
Knowledge of French is required
Action oriented
Communicates effectively
Customer Focus
Differences
Interpersonal Savvy
Nimble learning
Situational adaptability
Core Competencies Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction through tailored solutions and effective communication. Proficient in business development and customer service, with a strong focus on meeting client needs and expectations.
Highest-signal resume keywords Customer Service
Business Development
Mutual Fund Representative Certificate
Fluency in French
Interpersonal Savvy
Soft Skills Action Oriented
Effective Communication
Situational Adaptability
Nimble Learning
Certifications & Qualifications Attestation of Collegial Studies
Mutual Fund Representative Certificate
Industry Keywords Client Satisfaction
Investment Solutions
Financing Solutions
Protection Solutions
Sales Development