16 Sep
|
Desjardins
|
Quebec City
16 Sep
Desjardins
Quebec City
Join Desjardins as a Financial Services Agent and drive client-focused solutions. Leverage your communication skills to enhance member relations and support investment services.
As a Financial Services Agent, you will work hand-in-hand with advisors, ensuring that client needs are promptly met. With a focus on personalized support, you will help manage business relationships, customer inquiries, and sales initiatives. A minimum of three years of relevant experience is required for success.
Key Responsibilities:
• Handle client queries with effective solution recommendations
• Support colleagues in managing client communication
• Understand and respond to member/client needs attentively
• Facilitate productive use of client tools and channels
• Participate actively in sales development opportunities
Requirements:
• Attestation of Collegial Studies mandatory
• At least three years of relevant experience required
• Certification as a mutual fund representative is essential
• Knowledge of French is needed
• Must possess strong interpersonal and customer service skills
Deliver exceptional client service at Desjardins by utilizing your interpersonal skills and financial expertise.
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📌 Desjardins Financial Services Client Support (Quebec City)
🏢 Desjardins
📍 Quebec City