Desjardins Client Financial Services Agent

Become a key player with Desjardins as a Client Financial Services Agent, offering personalized support to enhance member and client experiences. Impact their financial outcomes through dedicated assistance and effective communication.

This role requires a minimum of three years in financial services and an Attestation of Collegial Studies. You will work alongside advisors to handle client requests, offer tailored solutions, and contribute to business development projects. Emphasis on customer focus and interpersonal skills will drive your success.

Key Responsibilities:
• Monitor and respond to client requests and queries
• Organize and assist colleagues with scheduling
• Tailor solutions to meet client expectations
• Help clients navigate their financial tools
• Participate in sales and development initiatives

Requirements:
• Minimum three years of relevant financial experience
• Attestation of Collegial ...