Client Financial Services Agent

Position: Client Financial Services Agent - Full-Time
Location: Quebec

Elevate your career with Desjardins as a Client Financial Services Agent in a full-time onsite role. Collaborate closely with account managers while supporting clients and driving sales opportunities.

This temporary 18-month role emphasizes maintaining strong business relationships with members and clients. You'll manage documentation, assist with account openings, and prepare client presentations. Your proactive approach will ensure follow-ups with clients and contribute to business development, while respecting compliance and quality standards.

Key Responsibilities:

• Complete documentation after client meetings and appointments

• Prioritize weekly activities for account managers

• Contact clients for transaction confirmations

• Prepare and deliver targeted presentations

• Build and maintain strong client relationships

Requirements:

• Attestation of Collegial Studies required

• Minimum three years relevant experience

• Knowledge of financial products and services

• Proficiency in French

• Understanding of compliance in financial services

Bring your customer focus, effectiveness, and action-oriented mindset to enhance member experiences at Desjardins.
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