Client Financial Services Expert At Desjardins (Saint-Lambert)

Client Financial Services Expert At Desjardins (Saint-Lambert)

02 Nov
|
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|
Saint-Lambert

02 Nov

Relevance

Saint-Lambert

Elevate your career with Desjardins as a Client Financial Services Agent. Provide exceptional support to members and clients while cultivating meaningful business relationships.This role requires three years of experience to effectively assist advisors, meet client needs, and deliver personalized support. You will be central in driving business development initiatives, adapting your approach based on client preferences in investment and financing. Your goal is to ensure client satisfaction while maintaining the highest service quality standards.Key Responsibilities:Handle client requests and recommend appropriate solutionsAssist colleagues with managing agendas and emailsAddress member and client needs with tailored recommendationsPromote independence using tools and channels effectivelyParticipate in sales initiatives and seize business opportunitiesRequirements:Attestation of Collegial Studies requiredMinimum of three years of relevant experienceMutual fund representative certificate is a mustBilingualism in French is essentialOther qualifications may be consideredBring your communication skills and adaptability to deliver top-notch client service at Desjardins.

📌 Client Financial Services Expert At Desjardins (Saint-Lambert)
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📍 Saint-Lambert

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