Support high-net-worth individuals as a Wealth Management Client Support Agent at Desjardins. This hybrid and temporary role focuses on delivering exceptional client service and financial guidance.
In this 12-month position, you'll build solid relationships with affluent clients, assisting them with personalized banking services and financial transactions. Your expertise will facilitate solutions that cater to specific client needs while supporting advisors in their operational tasks.
Key Responsibilities:
• Provide tailored support for complex client requests
• Identify and propose personalized banking solutions
• Manage client files and schedule advisor meetings
• Execute banking operations with precision
• Educate clients on using Desjardins’s digital solutions
Requirements:
• Attestation of Collegial Studies
• Three or more years of relevant experience
• Required mutual fund representative certificate
• Knowledge of French and English essential
• Familiarity with Desjardins product offerings
Enhance your career by delivering premium financial services and solutions for distinguished clients at Desjardins.
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📌 Wealth Management Client Support Agent (Quebec City)
🏢 Desjardins
📍 Quebec City
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