Client Support Financial Services Role

Take on a rewarding Client Support Financial Services role at Desjardins, specializing in member financial solutions and business relationships. Focus on service quality and client satisfaction.
As a vital part of the financial services team, you will provide critical support to advisors and directly assist members with their financial needs. Your proven experience in the sector allows you to create tailored offers and handle diverse customer inquiries effectively. You will leverage your knowledge of financial products while identifying sales opportunities to grow business relationships.
Key Responsibilities:
• Address client needs and recommend effective solutions
• Support teammates with agenda and email management
• Guide clients in choosing needed financial tools
• Participate in identifying business sales opportunities
• Provide tailored services based on client assessments
Requirements:
• Completed Attestation of Collegial Studies
• Minimum of three ...