Client Financial Services Agent

Position: Client Financial Services Agent at Desjardins
Build strong client relationships as a Client Financial Services Agent age in sales support, documentation, and presentations to enhance member satisfaction and drive business growth.

Desjardins is seeking a Client Financial Services Agent to collaborate closely with account managers. This role requires a minimum of three years of relevant experience, strong knowledge of financial products, and the ability to create financial statements. You'll support account managers by prioritizing activities, preparing presentations, and following up on business transactions.

Key Responsibilities:

• Complete documentation post-appointments with clients and members

• Assist account managers in planning follow-up activities

• Prepare and deliver engaging presentations for clients

• Contact clients to confirm planned transactions

• Maintain updated files in compliance with deadlines

Requirements:

• Attestation of Collegial Studies

• Minimum three years of relevant experience

• Knowledge of French is required

• Familiarity with compliance regulations for financial services

• Expertise in financing and credit management practices

Leverage your financial services knowledge and interpersonal skills to strengthen client relationships and drive sales at Desjardins.
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