Client Financial Services Agent at Desjardins

Elevate your career as a Client Financial Services Agent at Caisse Desjardins du Cœur-de-l'Île, providing tailored support to members and clients. Use your communication skills to enhance service delivery and client satisfaction.

In this role, you will collaborate with advisors to serve clients effectively. Your responsibilities include addressing client requests, suggesting solutions, and participating in business development initiatives. You will ensure that services align with members’ needs while offering personalized support in investments, financing, and protection.

Key Responsibilities:
• Handle client inquiries and deliver swift solutions
• Assist colleagues with agenda management and communications
• Recommend tailored solutions based on client needs
• Guide clients in selecting optimal tools and channels
• Participate in sales development and seize business opportunities

Requirements:
• Attestation of ...