Become a Full time Client Services Agent at Desjardins and enhance member experiences through tailored financial advice. Your communication and interpersonal skills will be key in this client-focused role. You will work closely with advisors to support business relationships, ensuring clients receive rapid and effective solutions to their financial needs.
This role involves understanding a variety of financial documents and products, assisting clients in selecting appropriate services, and creating meaningful offers that align with their needs. Key Responsibilities:
- Respond to client requests with recommended solutions
- Assist colleagues in managing daily tasks
- Ensure member expectations are consistently met
- Guide clients in utilizing financial channels
- Engage in initiatives to drive sales growth Requirements:
- Required Attestation of Collegial Studies
- Minimum three years relevant experience needed
- Must hold a mutual fund representative certificate
- In-depth knowledge of financial products required
- Strong French language skills are essential Utilize your financial knowledge and customer service skills at Desjardins to elevate member satisfaction and growth.