Client Financial Services Agent Montreal
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Explore opportunities as a Client Financial Services Agent in the Montreal area at Desjardins. Support financial advisors and enhance client experiences through efficient service delivery and innovative solutions.
This role focuses on assisting advisors by managing client requests and ensuring effective communication. You'll utilize various tools to promote self-service and automation while contributing to sales development initiatives. Ideal candidates will bring strong problem-solving skills and a customer-focused approach.
Key Responsibilities:
- Handle client requests efficiently with thorough research
- Assist in managing agendas and client communications
- Promote self-service tools for enhanced customer experience
- Identify and seize business opportunities in sales
- Participate in sales development through strategic initiatives
Requirements:
- Attestation of Collegial Studies required
- Minimum three years of relevant experience
- Mutual fund representative certificate needed
- Knowledge of French is mandatory
- Other qualifications may be considered
Bring your expertise in customer service and financial solutions to Desjardins in Montreal.
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