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 effective delivery of services and support business development initiatives. Your strong 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 prospects 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
Solid 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 Saint Félix De Valois (Saint-Félix-de-Valois)
🏢 Desjardins Group
📍 Saint-Félix-de-Valois