Shape client satisfaction as a Client Engagement Financial Agent at Desjardins. Work closely with advisors to deliver personalized investment and financial solutions.As a Client Engagement Financial Agent, you play an instrumental role in supporting both clients and advisors by delivering high-quality service that meets diverse financial needs. Your interpersonal savvy and skilled communication will help you customize services for each member, promoting satisfaction and loyalty.
Your role will not only involve handling requests but also seizing business opportunities to drive growth and develop ongoing client relationships.Key Responsibilities:Manage client inquiries and recommend appropriate solutionsSupport advisors by organizing schedules and emailsFocus on the specific needs of clients and recommend suitable optionsAssist clients in utilizing their financial tools effectivelyContribute to sales development initiatives activelyRequirements:Attestation of Collegial StudiesThree years of relevant financial experienceMutual fund representative certificate necessaryFluency in French required for communicationStrong interpersonal and situational adaptation skillsBring your expertise in financial services and commitment to client care to Desjardins as a Client Engagement Financial Agent.