Overview
Hybrid Client Financial Services Agent Jobs in Kensington, Canada at Role, Inc.
Enhance your career as a Hybrid Client Financial Services Agent with Desjardins, where your communication and interpersonal skills will directly impact client engagement. You will address client needs while working closely with financial advisors.
This position focuses on delivering personalized client experiences and developing business relationships. You will handle client inquiries, provide practical financial solutions, and assist in implementing sales strategies.
Your role is key in ensuring members receive the most effective service and support.
Key Responsibilities:
• Handle client inquiries with efficiency
• Assist in managing agendas and correspondence for colleagues
• Recommend suitable tools and resources to clients
• Identify business opportunities for growth
• Deliver exceptional customer service aligned with standards
Requirements:
• Attestation of Collegial Studies
• Three years of relevant experience required
• Certification as a mutual fund representative
• Proficiency in French is essential
• Familiarity with financial compliance and asset management
Excel in client relations and financial service delivery at Desjardins.
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Title: Hybrid Client Financial Services Agent
Company: Role, Inc.
Location: Kensington, Canada
Category: