Support high-net-worth individuals as a Wealth Management Client Support Agent at Desjardins. This hybrid and temporary role focuses on delivering exceptional client service and financial guidance. In this 12-month position, you'll build solid relationships with affluent clients, assisting them with personalized banking services and financial transactions. Your expertise will facilitate solutions that cater to specific client needs while supporting advisors in their operational tasks. Key Responsibilities:
Provide tailored support for complex client requests
Identify and propose personalized banking solutions
Manage client files and schedule advisor meetings
Execute banking operations with precision
Educate clients on using Desjardins’s digital solutions Requirements:
Attestation of Collegial Studies
Three or more years of relevant experience
Required mutual fund representative certificate
Knowledge of French and English essential
Familiarity with Desjardins product offerings Enhance your career by delivering premium financial services and solutions for distinguished clients at Desjardins. #J-18808-Ljbffr