Client Financial Services Specialist

Location: Granby

Elevate client relationships as a Financial Services Specialist in a temporary role with full-time on-site commitment. Engage with members and clients through sales support and documentation tasks.

This position is for an 18-month term, requiring a dynamic candidate with at least three years of experience in the financial services sector. You will collaborate closely with account managers to maintain business relationships, assist in account opening, and present financial products. Be proactive in ensuring client satisfaction while handling important administrative duties.

Key Responsibilities:

• Complete documentation following client appointments

• Assist clients with product usage and account services

• Prioritize activities for account managers weekly

• Conduct follow-up calls and confirm planned transactions

• Prepare and present client-targeted presentations

Requirements:

• Minimum of three years relevant experience

• French language proficiency is required

• Ability to create and enter financial statements

• Knowledge of business financing and compliance standards

• Familiarity with Desjardins business processes

Maximize financial opportunities while fostering strong relationships and supporting account managers in your role.
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