Client Financial Services Agent

Desjardins • Montreal, QC

2d • Hybrid

About The Position

As a Client Financial Services Agent, you will work closely with advisors to provide personalized support to members and clients, helping them deliver services and maintain business relationships. You will have the latitude to take charge of the immediate needs of members and clients by offering simple and rapid solutions in terms of investment, financing, and protection, all in line with the action plan. You will leverage your interpersonal savvy and communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You will provide significant business development support, assist members and clients with excellent customer service, create offers for routine transactions, and help sell products and services based on member/client needs and current strategies. You will tailor your approach based on members’ and clients’ needs.

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

Nice To Haves

• Other combinations of qualifications and relevant experience may be considered
• Trade Union (If applicable)

Responsibilities

• Handle client requests.
• Perform tasks and research as needed, and recommend appropriate solutions.
• Help colleagues manage their agenda and emails.
• Be attentive to the needs of members and clients and recommend solutions that meet their needs and expectations.
• Help members and clients choose and get the most of their tools and channels based on how much independence and automation they want.
• Seize business opportunities and participate in sales development initiatives.

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable, stable income throughout retirement
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree