Explore opportunities as a Client Financial Services Agent in the Montreal area at Desjardins. Support financial advisors and enhance client experiences through efficient service delivery and innovative solutions.This role focuses on assisting advisors by managing client requests and ensuring effective communication. You'll utilize various tools to promote self-service and automation while contributing to sales development initiatives. Ideal candidates will bring robust problem-solving skills and a customer-focused approach.Key Responsibilities:Handle client requests efficiently with thorough researchAssist in managing agendas and client communicationsPromote self-service tools for enhanced customer experienceIdentify and seize business opportunities in salesParticipate in sales development through strategic initiativesRequirements:Attestation of Collegial Studies requiredMinimum three years of relevant experienceMutual fund representative certificate neededKnowledge of French is mandatoryOther qualifications may be consideredBring your expertise in customer service and financial solutions to Desjardins in Montreal.

📌 Client Financial Services Agent Montreal (Montreal West)
🏢 Desjardins
📍 Montreal West