Enhance your career with Desjardins as an Expert Client Financial Services Agent. Play a vital role in providing individualized financial support, ensuring client satisfaction through effective solutions. In this agile hybrid role, you will be instrumental in assisting both members and advisors.
You will handle client requests, propose tailored recommendations, and contribute to business growth initiatives. Your robust interpersonal skills will help foster lasting relationships with clients while adhering to Desjardins’ service standards. Key Responsibilities:
Address client requests with speed and accuracy
Perform necessary research to suggest relevant solutions
Aid colleagues in managing communications and schedules
Provide recommendations based on clients’ technological preferences
Drive participation in sales initiatives and business development Requirements:
Attestation of Collegial Studies is essential
Minimum of three years in a relevant role
Knowledge of French required for communication
Mutual fund representative certificate necessary
Understanding of financial documents and compliance regulations Utilize your skills at Desjardins to enhance service delivery and client engagement.