Drive growth in client relationships as a Client Financial Services Agent with Desjardins. Focus on personalized advice and productive 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 strong client service skills to enhance Desjardins' financial offerings.