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.

📌 Full Time Client Service Agent At Desjardins Monteregian Hills (Canada)
🏢 Desjardins
📍 Canada