Client Financial Services Advisor — Growth & Relationship Ops

Desjardins; Quebec; On-site; CAD 42,000 - 66,000; Full time

Benefits offered by this job

Annual bonus

Flexible vacation

Pension plan

Group insurance

Job summary

Desjardins in Quebec is seeking a Client Financial Services Agent to work closely with account managers, delivering personalized support to business members and clients and assisting with business development activities. The role emphasizes service excellence and driving results in accordance with organizational standards.

Key responsibilities include supporting relationships, portfolio management, and processing information to support decision-making, with a focus on meeting deadlines and

Qualifications

• College diploma in a related field.
• Minimum of two years of relevant experience.
• Knowledge of French is required.

Responsibilities

• Support business development by assisting account managers with portfolio management.
• Provide specialized support to address operational challenges related to banking needs for business members and clients.
• Assist with collecting, processing and analyzing information for the field.
• Help with prioritizing weekly activities and plan follow-ups/solicitation activities.
• Contact members/clients after meetings to obtain documents or signatures and answer questions.
• Ensure transactions and operations comply with policies and standards.

Skills

Communication

Interpersonal skills

Adaptability

Education

College diploma in a related field

Job description

Desjardins in Quebec is seeking a Client Financial Services Agent to work closely with account managers, delivering personalized support to business members and clients and assisting with business development activities. The role emphasizes service excellence and driving results in accordance with organizational standards.

Key responsibilities include supporting relationships, portfolio management, and processing information to support decision-making, with a focus on meeting deadlines and