Desjardins Client Support Financial Agent
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Desjardins Group
📍 salaberry de valleyfield, montérégie, Canada
Job Description
As a Client Support Financial Agent at Desjardins, deliver exceptional service to clients while providing financial solutions for their diverse needs. Collaborate closely with advisors to develop tailored support for members.
You will play a critical role in assisting financial advisors with client relations and effective service delivery. Aimed at professionals with at least three years of financial experience, this position emphasizes efficiency in managing client requests and enhancing their financial journeys. You will help navigate tools and channels to maximize client satisfaction.
Key Responsibilities:
• Process and resolve client inquiries with appropriate solutions
• Support advisors by coordinating their emails and schedules
• Listen to member needs to propose suitable financial tools
• Engage in sales initiatives to identify new business opportunities
• Assist clients in optimizing their banking and financial channels
You will play a critical role in assisting financial advisors with client relations and effective service delivery. Aimed at professionals with at least three years of financial experience, this position emphasizes efficiency in managing client requests and enhancing their financial journeys. You will help navigate tools and channels to maximize client satisfaction.
Key Responsibilities:
• Process and resolve client inquiries with appropriate solutions
• Support advisors by coordinating their emails and schedules
• Listen to member needs to propose suitable financial tools
• Engage in sales initiatives to identify new business opportunities
• Assist clients in optimizing their banking and financial channels