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 robust 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 relationsRequirements:- 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 servicesUtilize your strong client service skills to enhance Desjardins' financial offerings.#J-18808-Ljbffr