Financial services Agent, Clientele

Desjardins; Terrebonne; On-site; CAD 40,000 - 60,000; Full time

Job summary

Desjardins is seeking a Financial Services Agent to provide personalized support to clients and members. The role involves handling requests, assisting colleagues, and participating in sales initiatives, making it ideal for someone with strong communication skills and a client-focused approach.

Qualifications

• Experience in client financial services.
• Strong communication and interpersonal skills.
• Ability to recommend suitable solutions.

Responsibilities

• Handle client requests and recommend solutions.
• Assist colleagues with managing their agenda.
• Participate in sales development initiatives.

Skills

Client support

Sales development

Research

Communication

Job description

Join to apply for the Financial Services Agent, Clientele role at Desjardins

Required

As a client financial services agent, you work closely with advisors to provide personalized support to members and clients. Your responsibilities include:

1. Handling client requests, performing tasks and research, and recommending solutions.
2. Assisting colleagues with managing their agenda and emails.
3. Being attentive to members' and clients' needs, and recommending suitable solutions.
4. Helping members and clients utilize their tools and channels effectively based on their independence and automation preferences.
5. Seizing business opportunities and participating in sales development initiatives.

Additional details about the offer and qualifications are included in the original description, emphasizing skills, experience, and knowledge required for the role.