Full-Time Client Service Agent at Desjardins

Join Desjardins as a Full-Time Client Financial Services Agent and drive client engagement in this 18-month temporary position. You will support account managers and enhance business relationships through effective communication.

This challenging role requires engaging directly with clients by assisting in documentation and account setup while preparing insightful presentations. Your efforts will ensure compliance with service standards, while maintaining accurate client files and records in all operational activities.

Key Responsibilities:
• Manage documentation for client interactions and sales
• Assist account managers in prioritizing follow-up activities
• Confirm transactions and conduct courtesy calls
• Support presentations tailored for client needs
• Participate in various solicitation activities

Requirements:
• Attestation of Collegial Studies or equivalent
• Minimum of three years experience in s...