Financial Services Client Assistant

Position: Desjardins Financial Services Client Assistant
Explore a rewarding full-time Client Assistant role at Desjardins in the Estrie region. Contribute to member support while enhancing their financial service experience.

Your primary responsibilities will involve guiding clients through applications, addressing their needs with warmth, and ensuring to connect them with the right resources. You will also play a key role in handling fraud cases, contributing to business development, and collaborating with personal finance advisors to improve services provided to members.

Key Responsibilities:

• Guide clients in using financial applications

• Warmly welcome members and assess their needs

• Contribute to business development through quality service

• Assist in managing fraud cases and referrals

• Collaborate with advisors to enhance member service

Requirements:

• Proven experience in client service roles

• Strong communication and listening abilities

• Skills in conflict resolution and problem-solving

• Commitment to teamwork and collaboration

• Advocate for diversity and inclusion principles

Join Desjardins to make a tangible impact on members' financial journeys.
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