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 simple 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 solid 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