Become a pivotal Client Financial Services Agent at Desjardins, offering personalized support to clients and members. Leverage your communication skills to enhance member satisfaction and drive business growth. In this client-focused role, you will partner with advisors to deliver effective financial solutions and maintain solid business relationships.
You are expected to manage requests and recommend appropriate solutions tailored to clients' needs. Your proactive approach will drive sales opportunities while assisting members with their financial tools and channels. Key Responsibilities:
- Handle client requests and research to provide solutions
- Organize and assist colleagues with agendas and emails
- Recommend tailored solutions to meet member needs
- Support members in optimizing their financial tools
- Participate in sales development initiatives actively Requirements:
- Minimum three years of relevant experience
- Attestation of Collegial Studies required
- Mutual fund representative certificate advantageous
- Knowledge of financial documents in asset management
- Fluency in French is essential Utilize your financial service expertise to enhance client experiences at Desjardins.