Financial Services Client Specialist

Position: Desjardins Financial Services Client Specialist
Location: Shawinigan

Become a Financial Services Client Specialist with Desjardins, focusing on high-net-worth clientele. This temporary 12-month position delivers personalized financial services and client support.

You will act as a vital link between clients and advisors, ensuring that the unique financial needs of affluent members are met. Your responsibilities will include managing client files, executing transactions, and educating clients on leveraging Desjardins' digital platforms. By offering strategic advice, you will help cultivate informed and self-sufficient clients.

Key Responsibilities:

• Provide expert guidance to affluent clients

• Proactively engage in identifying client needs

• Manage operational activities related to client accounts

• Ensure smooth transaction execution

• Train clients on digital banking tools

Requirements:

• Attestation of Collegial Studies required

• Minimum three years of experience in the field

• Proficient French speaking skills essential

• Understanding of Desjardins and competitors' products

• Strong interpersonal skills required

Foster relationships and deliver exceptional service, enhancing client experiences with tailored financial solutions.
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