Found Description
Become an Affluent Client Services Agent at Service Signature in the Saguenay—Lac-Saint-Jean—Charlevoix region, focusing on providing exceptional financial service to high-net-worth clients.
In this dynamic role, you will maintain close relationships with affluent clients, working to identify their unique financial needs. Collaborate with advisors to ensure a seamless banking experience while equipping clients with the tools to navigate Desjardins's services confidently.
Key Responsibilities:
• Provide top-tier service to affluent clientele
• Identify financial needs and propose effective solutions
• Support account management and daily banking operations
• Educate clients on utilizing digital platforms
• Assist advisors in managing their schedules and communications
Requirements:
• Attestation of Collegial Studies required
• Three years of relevant experience in financial services
• Good understanding of Desjardins products preferred
• Proficiency i...
In this dynamic role, you will maintain close relationships with affluent clients, working to identify their unique financial needs. Collaborate with advisors to ensure a seamless banking experience while equipping clients with the tools to navigate Desjardins's services confidently.
Key Responsibilities:
• Provide top-tier service to affluent clientele
• Identify financial needs and propose effective solutions
• Support account management and daily banking operations
• Educate clients on utilizing digital platforms
• Assist advisors in managing their schedules and communications
Requirements:
• Attestation of Collegial Studies required
• Three years of relevant experience in financial services
• Good understanding of Desjardins products preferred
• Proficiency i...