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 cutting-edge 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 strong problem-solving skills and a customer-focused approach.

Key Responsibilities

- Handle client requests efficiently with thorough research
- Assist in managing agendas and client communications
- Promote self-service tools for enhanced customer experience
- Identify and seize business opportunities in sales
- Participate in sales development through strategic initiatives

Requirements:
- Attestation of Collegial Studies required
- Minimum three years of relevant experience
- Mutual fund representative certificate needed
- Knowledge of French is mandatory
- Other qualifications may be considered

Bring your expertise in customer service and financial solutions to Desjardins in Montreal.

📌 Client Financial Services Agent Montreal
🏢 Desjardins
📍 Montreal