Step into a rewarding Client Financial Services Agent role at Desjardins. This full-time, in office position emphasizes providing exceptional support to members and enhancing financial service delivery. In this key role, you will work alongside advisors to meet client needs efficiently and effectively.
Your interpersonal savvy will be crucial in creating solid client relationships while addressing their financial demands. You will also participate in sales development initiatives and contribute to the overall business growth strategy. Key Responsibilities:
Manage client requests while recommending suitable solutions
Assist within your team to optimize time management
Listen actively to client needs and provide tailored advice
Optimize clients' use of financial tools and services
Drive business prospects through sales development efforts Requirements:
Attestation of Collegial Studies required
At least three years in a relevant financial role
Mutual fund representative certificate necessary
Proficiency in French is required
Availability for travel to service locations Leverage your customer service and financial skills in a fulfilling role with Desjardins to assist clients effectively.