Client Services Advisor In Financial Sector (Sainte-Thérèse)

Client Services Advisor In Financial Sector (Sainte-Thérèse)

25 Sep
|
Desjardins
|
Sainte-Thérèse

25 Sep

Desjardins

Sainte-Thérèse

Act as a Client Services Advisor in the quick-paced financial sector at Desjardins. Provide essential support to clients and advisors, crafting personalized financial solutions.This role requires an individual with a minimum of three years of client service experience in finance. At Desjardins, you will build strong relationships with clients, handle requests promptly, and recommend suitable financial tools based on individual needs. Your ability to communicate effectively ensures member satisfaction and quality service delivery.Key Responsibilities:Resolve client requests and propose effective solutionsSupport colleagues to enhance operational efficiencyAssess client needs and offer tailored recommendationsHelp clients navigate available financial resourcesDrive business opportunities and contribute to sales initiativesRequirements:Attestation of Collegial Studies is requiredAt least three years of relevant experienceMutual fund representative certificate preferredProficiency in French is compulsorySolid understanding of investment practices and regulationsUtilize your expertise to provide exceptional service and support to Desjardins members.

📌 Client Services Advisor In Financial Sector (Sainte-Thérèse)
🏢 Desjardins
📍 Sainte-Thérèse

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