Become a vital part of Desjardins as a full time Client Services Agent, dedicated to delivering exceptional support to members and clients.
Your role will make a significant impact on client satisfaction and service quality. This position involves working collaboratively with advisors while providing customized solutions that align with client needs. You will be responsible for handling requests, ensuring satisfaction through quick and effective solutions. With a focus on business development, you will also explore sales opportunities and assist clients in utilizing their financial services effectively. Key Responsibilities:
- Respond to client requests with recommended solutions
- Aid colleagues in managing their schedules
- Assess and identify client needs effectively
- Guide clients on utilizing financial tools
- Contribute to sales initiatives and business growth Requirements:
- Attestation of Collegial Studies necessary
- Minimum of three years relevant experience
- Mutual fund representative certificate required
- Knowledge of compliance and asset management documents
- Fluent in French essential Leverage your interpersonal skills and financial knowledge to enhance client experiences at Desjardins.