Drive growth in client relationships as a Client Financial Services Agent with Desjardins. Focus on personalized advice and efficient banking operations for high net worth clients.

This role seeks someone with a minimum of three years in client service and a strong understanding of financial practices. You will proactively inform clients about digital services, manage files, and support advisors in transactional activities. Your goal will be to ensure a seamless client experience tailored to complex needs.

Key Responsibilities:
• Provide personalized service to meet diverse client needs
• Observe and manage banking account operations
• Offer solutions for business development opportunities
• Manage the advisor's communications and agenda
• Assist with transactional activities related to client relations

Requirements:
• Attestation of Collegial Studies is required
• Minimum three years of relevant experience
• Must have a Mutual Fund Representative Certificate
• Knowledge of French is crucial for client interaction
• Familiarity with financial compliance and services

Utilize your solid client service skills to enhance Desjardins' financial offerings.
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📌 Financial Services Agent at Desjardins (Quebec City)
🏢 Jobtailor
📍 Quebec City