Client Financial Services Agent – Service Signature

Jobtailor; Trois-Rivières; On-site; CAD 55,000 - 75,000; Full time

Job summary

Desjardins in Trois-Rivières, Canada seeks a client services professional to support advisors and manage complex member needs. You will open accounts, prepare meetings, and help clients engage with digital Desjardins solutions.

Requirements include three years of experience, Attestation of Collegial Studies, and a Mutual Fund Representative Certificate. French fluency and knowledge of Desjardins products are essential for success.

Qualifications

• Minimum three years of relevant experience.
• Mutual fund representative certificate required.
• Knowledge of French is required.
• Knowledge of Desjardins products and services and distribution networks.

Responsibilities

• Provide personalized member/client service to clients with complex needs.
• Seize business opportunities and provide personalized advice for optimal business development.
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on requests.
• Ensure the execution of all member and client banking account operations.
• Proactively inform members about digital solutions and help them interact with Desjardins.
• Support advisors by carrying out transactional or operational activities.

Skills

Communication

Interpersonal Savvy

Situational Adaptability

French Fluency

Education

Attestation of Collegial Studies

Mutual Fund Representative Certificate

Job description

• Provide personalized member/client service and experience to clients with complex needs
• Be attentive to the needs of members and clients and propose personalized and effective solutions
• Seize business opportunities and provide personalized advice for optimal business development
• Work with the advisor to manage member and client files: open accounts, prepare meetings and follow up on requests
• Ensure the execution of all member and client banking account operations
• Proactively inform members and clients about digital solutions and equip them to interact with Desjardins using their preferred method
• Help manage the advisor's agenda and emails
• Acquire and cultivate knowledge and understanding of Desjardins products and services and competitors' offers
• Create offers for routine financial transactions and sales support based on affluent and high net worth clients' needs and expectations
• Support advisors by carrying out transactional or operational activities related to the financial services offer

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required
• Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks
• Knowledge of integration of financial data into systems
• Knowledge and notions of compliance with legislation respecting the distribution of financial products and services
• Good grasp of the philosophy and fundamentals of a financial services cooperative
• Knowledge of operational procedures for financing and investment activities
• Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions
• Knowledge of operational procedures for opening accounts, selling complementary products and services and those related to AccordD financing
• Knowledge of Desjardins business processes (e.g., sales, solicitation and negotiation processes)
• Knowledge of service standards
• Communicates effectively
• Interpersonal Savvy
• Situational adaptability

Core Competencies

Demonstrates expertise in providing personalized client service and financial solutions, with a strong understanding of Desjardins products and services, compliance standards, and operational procedures in financial services. Proficient in managing client relationships and supporting advisors in transactional activities.

Highest-signal resume keywords

• Client Service Experience
• Financial Products Knowledge
• Mutual Fund Representative Certificate
• Knowledge of Compliance Legislation
• Fluency in French

Hard Skills

• Financial Data Integration
• Operational Procedures for Financing
• Account Opening Procedures
• Sales Support for Financial Transactions
• Knowledge of Automated Transactions

Soft Skills

• Effective Communication
• Interpersonal Savvy
• Situational Adaptability

Certifications & Qualifications

• Attestation of Collegial Studies
• Mutual Fund Representative Certificate

Industry Keywords

• Financial Services
• Desjardins Business Processes
• Service Standards
• Affluent Client Management
• Caisse Member Services