Client Services Agent at Desjardins

Location: Trois-Rivières

Elevate client relationships as a Client Financial Services Agent with Desjardins. Deliver tailored financial solutions to affluent clients while ensuring seamless banking operations.

This role requires a minimum of three years of relevant experience and a commitment to providing exceptional member service. You will assist in managing client files and offer personalized advice to drive business development. Cultivating knowledge of Desjardins products and services is crucial to meet the unique needs of high net worth clients.

Key Responsibilities:

• Provide personalized service to clients with complex needs

• Manage client files, open accounts, and prepare meetings

• Propose effective financial solutions for business growth

• Inform clients about digital solutions for better interaction

• Support advisors with transactional and operational tasks

Requirements:

• Attestation of Collegial Studies required

• Minimum three years of relevant experience

• Mutual Fund Representative Certificate mandatory

• Proficiency in French for effective communication

• Strong knowledge of financial products and compliance standards

Bring your expertise in client service and financial solutions to enhance experiences for Desjardins clients.
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