Client Financial Services Agent supporting Desjardins members with investment, financing, and protection products. Assisting advisors, resolving client requests, and supporting sales development.
About the role
- Client financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development support in Montréal.
Responsibilities
- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address the immediate needs of members and clients by offering simple and rapid investment, financing and protection solutions aligned with the action plan
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies and practices
- Tailor the approach to members’ and clients’ needs
- Handle client requests
- Perform required tasks and research and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels suited to their desired level of independence and automation
- Seize business opportunities and participate in sales development initiatives
Requirements
- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- Situational adaptability
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses
- Reimbursement of telework equipment
Job title
Job type
Experience level
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Not specified
Degree requirement
Location requirements
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