Elevate member satisfaction as a Client Financial Services Representative at Desjardins. Deliver tailored support and solutions in investment, financing, and protection for members and clients. In this role, you will work closely with advisors and clients at Desjardins, leveraging your three years of relevant experience.
Your duties include handling client requests, providing business development support, and suggesting tailored financial products. Understanding clients’ unique needs is essential to create optimal service experiences and maintain robust business relationships. Key Responsibilities:
Manage and respond to client inquiries and requests
Assist colleagues in organizing their agendas and emails
Identify and recommend solutions based on client needs
Guide clients in using available tools and channels
Participate in sales development initiatives and seize opportunities
Requirements:
Attestation of Collegial Studies required
Minimum three years relevant experience
Mutual fund representative certificate desired
Fluent in French
Solid understanding of asset management documents
Leverage your interpersonal skills to provide top-notch service and solutions to clients at Desjardins.