Join Desjardins as a Client Financial Services Agent in a full time, onsite capacity. Provide essential support to clients and advisors while enhancing member experiences.

As a Client Financial Services Agent, you play a crucial role in fostering client relationships and delivering customized financial solutions. Your responsibilities will include managing client requests, advising on financial tools, and contributing to business development efforts. With an emphasis on outstanding customer service and interpersonal communication, this position seeks individuals with at least three years of relevant experience and fluency in French.

Key Responsibilities:
• Process and resolve client requests swiftly
• Help manage colleagues' agendas and email communications




• Recommend solutions tailored to client expectations
• Support clients in utilizing their financial resources
• Contribute to sales and business growth initiatives

Requirements:
• Attestation of Collegial Studies needed
• Minimum of three years relevant work experience
• Mandatory mutual fund representative certification
• Proficiency in French essential
• Willing to work evenings as needed

Utilize your expertise to positively impact client interactions and service quality at Desjardins.
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📌 Full-Time Client Service Agent at Desjardins (Quebec City)
🏢 Desjardins
📍 Quebec City