Enhance client relations as a Client Financial Services Specialist at Desjardins. Provide personalized support while ensuring members' needs are met through tailored investment and financing solutions. As a vital link between clients and advisors at Desjardins, you will be focused on delivering exceptional service and maintaining business relationships.
Your interpersonal skills will play a crucial role in managing client requests and providing rapid solutions that align with organizational standards. This role emphasizes business development and supports sales initiatives, ensuring client satisfaction through effective communication and understanding of their unique needs. Key Responsibilities:
Handle client requests and recommend suitable solutions
Assist colleagues with agendas and emails
Identify and respond to clients’ needs promptly
Guide clients in selecting appropriate tools and channels
Participate actively in sales and business development initiatives
Requirements:
Attestation of Collegial Studies
Minimum three years of relevant experience
Mutual fund representative certificate required
Fluency in French and robust communication skills
Action-oriented with an adaptive approach
Utilize your financial services expertise and communication skills to foster robust client relationships at Desjardins.