Financial Services Client Agent – Desjardins

Become a Financial Services Client Agent with Desjardins and provide on-site support to clients. Focus on effective solutions and enhancing customer satisfaction.
In this full-time role, you'll manage client requests, perform extensive research, and recommend tailored solutions to meet their needs. With three years of industry experience, this position also involves assisting colleagues and identifying sales opportunities to drive growth and satisfaction among clients and members.
Key Responsibilities:
• Address client queries with relevant solutions
• Help colleagues manage their emails and agendas
• Recommend optimal tools based on client independence
• Participate in sales development efforts proactively
• Engage attentively with members to understand their needs
Requirements:
• Attestation of Collegial Studies is mandatory
• At least three years of relevant experience
• French language skills are a must
• Strong action-oriented and communication ...