Shape client satisfaction as a Client Engagement Financial Agent at Desjardins. Work closely with advisors to deliver personalized investment and financial solutions.
As a Client Engagement Financial Agent, you play an instrumental role in supporting both clients and advisors by delivering high-quality service that meets diverse financial needs. Your interpersonal savvy and professional communication will help you customize services for each member, promoting satisfaction and loyalty. Your role will not only involve handling requests but also seizing business opportunities to drive growth and develop ongoing client relationships.
Key Responsibilities:
• Manage client inquiries and recommend appropriate solutions
• Support advisors by organizing schedules and emails
• Focus on the specific needs of clients and recommend suitable options
• Assist clients in utilizing their financial tools effectively
• Contribute to sales development initiatives actively
Requirements:
• Attestation of Collegial Studies
• Three years of relevant financial experience
• Mutual fund representative certificate necessary
• Fluency in French required for communication
• Solid interpersonal and situational adaptation skills
Bring your expertise in financial services and commitment to client care to Desjardins as a Client Engagement Financial Agent.
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