Financial services Agent, Clientele

Desjardins Group; Rouyn-Noranda; On-site; CAD 45,000 - 75,000; Full time

Job summary

Une entreprise innovante recherche un agent de services financiers pour offrir un soutien personnalisé aux membres et clients. Dans ce rôle, vous serez responsable de gérer les demandes des clients, d'assister les conseillers et de fournir un excellent service à la clientèle. Vous aurez l'opportunité de participer à des initiatives de développement des ventes tout en développant des relations solides avec les clients. Avec un salaire compétitif, un plan de pension à prestations définies et des avantages tels que des vacances flexibles et une assurance groupe, cette position est idéale pour ceux qui cherchent à faire une différence dans le domaine financier.

Benefits

Salaire compétitif et prime annuelle

4 semaines de vacances flexibles

Plan de pension à prestations définies

Assurance groupe incluant télémedecine

Remboursement des dépenses de santé et de bien-être

Qualifications

• 3+ années d'expérience pertinente dans le service à la clientèle.
• Connaissance du français requise pour ce poste.

Responsibilities

• Gérer les demandes des clients et recommander des solutions appropriées.
• Participer aux initiatives de développement des ventes.

Skills

Service à la clientèle

Compétences interpersonnelles

Adaptabilité situationnelle

Communication efficace

Orientation vers les résultats

Education

Attestation d'études collégiales

Certificat de représentant de fonds communs

Job description

As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing and protection, all in line with the action plan. You draw on your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development support. You assist members and clients, providing excellent customer service. You create offers for routine transactions, and help sell products and services based on the needs of members and clients and current strategies and practices. You tailor your approach based on members’ and clients’ needs. More specifically, you will be required to:

• Handle client requests. Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

What we offer*

• 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 and telework equipment

*Benefits apply based on eligibility criteria.

What you bring to the table

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Please note that other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate – Autorité des marchés financiers
• Knowledge of French is required

Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability