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 robust 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
• Flexible availability Monday to Friday, including evenings Bring your skills in client services, effective communication, and adaptability to Desjardins.