Client Financial Services Agent Role
R
Role, Inc.
📍 rouyn noranda, abitibi témiscamingue, Canada
Job Description
Become a key player at Desjardins as a Client Financial Services Agent. Provide personalized support to clients, helping them navigate investments and financing solutions.
As a Financial Services Agent, you will work alongside advisors to understand and meet client needs. This role requires three years of relevant experience and a strong background in customer service. Your interpersonal skills will shine as you assist clients, recommend tailored solutions, and foster business relationships.
Key Responsibilities:
• Handle client requests and provide recommended solutions
• Support colleagues in managing agendas and emails
• Recommend tools based on client preferences for independence
• Identify business opportunities and contribute to sales initiatives
• Ensure member and client satisfaction through service quality
Requirements:
• Attestation of Collegial Studies or equivalent
• Minimum of three years in a relevant role
• Mutual fund representative cert...
As a Financial Services Agent, you will work alongside advisors to understand and meet client needs. This role requires three years of relevant experience and a strong background in customer service. Your interpersonal skills will shine as you assist clients, recommend tailored solutions, and foster business relationships.
Key Responsibilities:
• Handle client requests and provide recommended solutions
• Support colleagues in managing agendas and emails
• Recommend tools based on client preferences for independence
• Identify business opportunities and contribute to sales initiatives
• Ensure member and client satisfaction through service quality
Requirements:
• Attestation of Collegial Studies or equivalent
• Minimum of three years in a relevant role
• Mutual fund representative cert...