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
• Solid French language skills are essential

Utilize your financial knowledge and customer service skills at Desjardins to elevate member satisfaction and growth.
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📌 Full Time Client Services Agent At Desjardins Quebec City (Canada)
🏢 Desjardins
📍 Canada