Desjardins Client Services Agent

Location: Beloeil

Join Desjardins as a Client Services Agent dedicated to enhancing customer experiences. Leverage your financial knowledge to guide clients effectively through their service options.

This position focuses on responding to client requests and performing necessary research to recommend impactful solutions.

Your role will include collaborating with colleagues on operational logistics and providing clients with customized tools to navigate their finances. Embrace opportunities to uncover new business potentials and contribute to advancement in sales strategies.

Key Responsibilities:

• Respond to client inquiries and assist promptly

• Conduct research to find and propose suitable solutions

• Help colleagues manage operational tasks like emails

• Aid clients in utilizing their financial tools effectively

• Identify and pursue new business opportunities

Requirements:

• Attestation of Collegial Studies

• Three years of relevant work experience

• Mutual fund representative certificate (AMF)

• Fluent in French

• Familiarity with financial documents and compliance standards

Enhance client relationships through your financial expertise while supporting Desjardins’ mission of exceptional service.
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