Sales Support Agent - Financial Services

Join Desjardins as a Sales Support Agent in the Financial Services department. You'll play a crucial role in client engagement and support through documentation, presentations, and follow-ups.

As a Sales Support Agent at Desjardins, your primary focus will be maintaining client relationships and ensuring they receive excellent service. This position requires a solid three years of experience in financial services and strong communication skills in French. You will assist account managers by prioritizing their weekly activities, facilitating transactions, and addressing client queries.

Key Responsibilities:

• Facilitate documentation after client meetings

• Help account managers plan follow-up tasks

• Prepare presentations for client engagement

• Make courtesy calls to confirm transactions

• Ensure compliance with file management standards

Requirements:

• Must hold an Attestation of Collegial Studies

• Minimum three years of relevant financial services experience

• Proficiency in French is mandatory

• Understanding of financial product regulations

• Knowledge of business-related financing practices

Enhance client satisfaction and support business success in this dynamic role at Desjardins.
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