Enhance client relations as a Client Financial Services Agent at Desjardins. Engage with members to deliver personalized investment and financing solutions that drive satisfaction and meet organizational standards. This role emphasizes interpersonal skills and a solution-oriented approach while assisting clients. You will support advisors, manage client requests, and recommend tailored financial tools. With a focus on customer service, your responsibilities include business development and maintaining strong business relationships with members. Key Responsibilities:
- Handle client requests efficiently and provide recommended solutions
- Support colleagues in managing agendas and emails
- Address member and client needs, suggesting appropriate tools




- Identify business opportunities and drive sales development initiatives
- Facilitate member engagement and service quality Requirements:
- Minimum of three years relevant experience
- Attestation of Collegial Studies required
- Mutual fund representative certificate needed
- French language proficiency mandatory
- Adaptable availability Monday to Friday, including evenings Bring your skills in client services, effective communication, and adaptability to Desjardins. #J-18808-Ljbffr

📌 Client Financial Services Agent At Desjardins (Saint-Boniface-de-Shawinigan)
🏢 Desjardins
📍 Saint-Boniface-de-Shawinigan