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Client Relationship Specialist in Financial Services

3 months ago

Brossard, Quebec, Canada Desjardins Full time

Position Overview

The selected candidate will collaborate closely with account managers to nurture and sustain business relationships with clients and members through various sales support initiatives. The key responsibilities include:

  • Finalizing documentation post-meetings with clients and members, which involves obtaining necessary signatures, addressing operational inquiries, facilitating account openings, and presenting and closing sales of financial products and services.
  • Assisting account managers in prioritizing weekly tasks and organizing follow-up and solicitation efforts.
  • Contacting clients and members as needed to confirm scheduled transactions and making courtesy calls as requested by account managers.
  • Preparing and delivering tailored presentations for clients and members, along with necessary follow-ups.
  • Contributing to business growth by engaging in various solicitation activities.
  • Utilizing connections with clients and members to cultivate robust business relationships, actively listening to their needs to ensure satisfaction and maximize sales opportunities, while maintaining updated records.
  • Ensuring all files are complete and adhere to relevant deadlines and quality standards.
  • Complying with all policies, practices, and standards to conduct transactions and operations securely.

What We Offer

  • Attractive salary with annual performance bonuses.
  • Four weeks of flexible vacation time starting from the first year.
  • A defined benefit pension plan ensuring stable income during retirement.
  • Comprehensive group insurance, including telemedicine services.
  • Reimbursement for health and wellness expenses, as well as telework equipment.

Qualifications

  • Completion of a Collegial Studies diploma.
  • A minimum of three years of relevant professional experience.
  • Other combinations of qualifications and experience may be considered.
  • Proficiency in French is essential.
  • Ability to prepare financial statements.
  • Familiarity with business financial products and services, including those offered by caisses and Desjardins distribution networks.
  • Capability to input financial data into systems.
  • Understanding of financing and credit management practices for businesses.
  • Knowledge of compliance regulations concerning the distribution of financial products and services.
  • Insight into the philosophy and operations of a financial services cooperative.
  • Awareness of procedures related to account openings and the sale of complementary products and services.
  • Familiarity with Desjardins business processes and service standards.
  • Strong communication skills, interpersonal savvy, and adaptability to various situations.

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Trade Union

Non-unionized