Client Solutions Advisor

Desjardins; United States; Remote; USD 60,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

4 weeks vacation

Defined-benefit pension

Group insurance (telemedicine)

Telework equipment reimbursement

Job summary

Desjardins is seeking a Personal Advisor to build and maintain relationships with members and clients in the United States. You will identify needs, tailor solutions, and promote products while balancing risk, profitability, and client satisfaction.

You will analyze complex requests, guide advisory plans, and grow the portfolio through high-quality service. You will work with clients with development potential, maintain reports, monitor trends, and contribute to a compliant, client-centric

Qualifications

• Bachelor’s degree in a related field.
• Minimum of one year of relevant experience.
• Knowledge of French is required.

Responsibilities

• Establish an advisory relationship by identifying current and potential needs and supporting client retention.
• Set goals and advise members and clients on the best solutions and strategies.
• Analyze and meet complex client needs, handle requests and follow up as needed.
• Collect, compile and analyze data. Prepare reports and recommendations.
• Oversee portfolios. Assess customer satisfaction and service quality, follow up and make improvements as needed.
• Monitor the industry to stay on top of the latest trends, opportunities and best practices in your field.

Skills

Interpersonal Savvy

Customer Focus

Drive Results

Nimble Learning

Situational Adaptability

Ambiguity Tolerance

Education

Bachelor’s degree in a related field

Job description

Desjardins is seeking a Personal Advisor to build and maintain relationships with members and clients in the United States. You will identify needs, tailor solutions, and promote products while balancing risk, profitability, and client satisfaction.

You will analyze complex requests, guide advisory plans, and grow the portfolio through high-quality service. You will work with clients with development potential, maintain reports, monitor trends, and contribute to a compliant, client-centric