Elevate member satisfaction as a Client Financial Services Agent with Desjardins. Your role focuses on providing tailored support and solutions to meet clients’ financial needs effectively.
In this client-facing role, you will collaborate closely with advisors, providing personalized assistance to both members and clients. Your responsibilities include managing tasks, addressing inquiries, and recommending suitable financial solutions. Excellent communication skills and attention to detail are essential to ensure service quality and satisfaction.
Key Responsibilities:
• Handle client requests and recommend appropriate solutions
• Assist colleagues with agenda and email management




• Tailor offerings to meet client needs and expectations
• Guide clients on using financial tools and channels
• Participate in sales development initiatives for business growth
Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Mutual fund representative certificate is a must
• Knowledge of French is required
• Valid driver's license and access to a vehicle
Bring your communication skills and client-focus to enhance services at Desjardins.
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📌 Client Financial Services Agent at Desjardins (Levis)
🏢 Desjardins
📍 Levis