Job Description
Elevate your career with Desjardins as a Client Financial Services Specialist. Deliver personalized support to high-net-worth clients, ensuring their financial needs are met effectively.
In this role, you'll provide exceptional service to affluent clients by working closely with advisors to identify financial requirements. Your responsibilities include supporting complex banking transactions and guiding clients through Desjardins's digital solutions, promoting self-sufficiency. Your keen attention to detail will help in managing client files and seizing business opportunities.
Key Responsibilities:
• Provide tailored service for high-net-worth clients
• Propose strategic financial solutions based on needs
• Support advisors with client file management tasks
• Execute banking account operations efficiently
• Equip clients with knowledge of digital tools
Requirements:
• Minimum of three years of relevant experience
• Attestation of Collegial Studies essentia...
In this role, you'll provide exceptional service to affluent clients by working closely with advisors to identify financial requirements. Your responsibilities include supporting complex banking transactions and guiding clients through Desjardins's digital solutions, promoting self-sufficiency. Your keen attention to detail will help in managing client files and seizing business opportunities.
Key Responsibilities:
• Provide tailored service for high-net-worth clients
• Propose strategic financial solutions based on needs
• Support advisors with client file management tasks
• Execute banking account operations efficiently
• Equip clients with knowledge of digital tools
Requirements:
• Minimum of three years of relevant experience
• Attestation of Collegial Studies essentia...