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.
📌 Full Time Client Services Agent At Desjardins Rivière Rouge (Rivière-Rouge)
🏢 Desjardins
📍 Rivière-Rouge
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