Saguenay Client Financial Services Specialist

Location: Alma

Enhance client engagement as a Client Financial Services Agent at Desjardins in Saguenay–Lac-Saint-Jean–Charlevoix. Provide personalized support for high-net-worth clients, ensuring their financial needs are met.

In this critical role, you will collaborate with clients to understand their unique financial requirements while supporting advisors in various operational tasks. Your ability to communicate effectively will help foster strong, ongoing relationships with clients, encouraging them to maximize their use of Desjardins' digital offerings and services. A strong knowledge base of financial products will be essential.

Key Responsibilities:

• Offer personalized care to affluent clients

• Proactively propose tailored financial solutions

• Manage files and support advisors in meeting preparations

• Conduct accurate banking account operations

• Guide clients on digital service interactions

Requirements:

• Attestation of Collegial Studies

• At least three years of relevant experience

• Fluent in French is a must

• Strong customer focus and communication skills

• Nimble learner adaptable to various situations

Leverage your expertise to provide exceptional client service at Desjardins.
#J-18808-Ljbffr