Become a Client Support Specialist in Financial Services with Desjardins and play a vital role in client satisfaction! This hybrid role centers on delivering personalized service and immediate solutions.

As a Client Financial Services Agent, you will manage client inquiries, gather information, and suggest financial strategies tailored to member needs. By collaborating with advisors, you'll ensure the efficient delivery of services and support business development initiatives. Your robust communication skills will help build lasting relationships with clients and enhance their experience.

Key Responsibilities:



• Manage client requests efficiently and effectively • Recommend suitable solutions based on client needs • Assist team members with administration and planning • Identify business opportunities to enhance service delivery • Promote product offerings to meet client requirements

Requirements: • Minimum of three years of relevant industry experience • Mutual fund representative certification needed • Proficient in understanding financial documents • Strong knowledge of compliance and internal procedures • Bilingual in French and English for customer interactions

Contribute your expertise in financial services and customer care while ensuring Desjardins members receive exceptional support!

📌 Client Support Specialist in Financial Services (Winnipeg)
🏢 Desjardins Group
📍 Winnipeg