Client Financial Services Agent

Position: Client Financial Services Agent at Desjardins
Location: Alma

Elevate financial service delivery as a Client Financial Services Agent at Desjardins in Saguenay–Lac-Saint-Jean–Charlevoix. This role focuses on high-net-worth clients, offering tailored financial solutions with expertise.

In this specialized position, you will serve affluent clients, build relationships, and work closely with advisors for seamless financial management.

Your role involves providing personalized financial services while promoting digital tools for enhanced interactions. You will educate clients about digital services and assist in managing complex account operations.

Key Responsibilities:

• Deliver tailored service to wealthy members

• Identify business opportunities and provide insightful advice

• Assist advisors with client management tasks

• Execute banking operations with precision

• Educate clients on utilizing digital services

Requirements:

• Attestation of Collegial Studies

• Three years of relevant experience required

• Proficient in French communication

• Client-focused and action-oriented mindset

• Robust interpersonal skills and adaptability

Leverage your expertise to enhance financial experiences for clients at Desjardins.
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