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 solid 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.