Act as a Client Services Advisor in the quick-paced financial sector at Desjardins. Provide essential support to clients and advisors, crafting personalized financial solutions.

This role requires an individual with a minimum of three years of client service experience in finance. At Desjardins, you will build strong relationships with clients, handle requests promptly, and recommend suitable financial tools based on individual needs. Your ability to communicate effectively ensures member satisfaction and quality service delivery.

Key Responsibilities:
• Resolve client requests and propose effective solutions
• Support colleagues to enhance operational efficiency
• Assess client needs and offer tailored recommendations




• Help clients navigate available financial resources
• Drive business opportunities and contribute to sales initiatives

Requirements:
• Attestation of Collegial Studies is required
• At least three years of relevant experience
• Mutual fund representative certificate preferred
• Proficiency in French is compulsory
• Solid understanding of investment practices and regulations

Utilize your expertise to provide exceptional service and support to Desjardins members.
#J-18808-Ljbffr

📌 Client Services Advisor in Financial Sector (Quebec City)
🏢 Desjardins
📍 Quebec City