Financial services Agent, Clientele

Responsibilities

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You are called upon to take charge of the immediate needs of members and clients by offering simple, rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support and assist members and clients with excellent customer service. You create offers for routine transactions and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs.

• Handle client requests, perform...