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Client Financial Services Agent, Service Signature
Desjardins. Provide personalized member/client service and experience to clients with complex needs .
About the role
Key responsibilities & impact- Provide personalized member/client service and experience to clients with complex needs
- Identify member and client needs and propose personalized, effective solutions
- Seize business opportunities and provide personalized advice for business development
- Work with the advisor to manage member and client files, open accounts, prepare meetings and follow up on requests
- Execute all member and client banking account operations
- Inform members and clients about digital solutions and equip them to interact with Desjardins using their preferred method
- Help manage the advisor's agenda and emails
- Build knowledge of Desjardins products and services and competitors' offers
- Create offers for routine financial transactions and sales support based on affluent and high-net-worth client needs
- Support advisors through transactional and operational activities related to financial services
Requirements
What you’ll need- Attestation of Collegial Studies
- A minimum of three years of relevant experience
- Other combinations of qualifications and relevant experience may be considered
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understand financial documents used in the field of wealth management
- Knowledge of all products and services available to caisse members and those offered in Desjardins business centers, the components and in the Desjardins distribution networks
- Integration of financial data into systems
- Notions of compliance with legislation respecting the distribution of financial products and services
- Good grasp of the philosophy and fundamentals of a financial services cooperative
- Knowledge of operational procedures for financing and investment activities
- Knowledge of operational procedures for convenience services and products as well as automated and assisted transactions
- Knowledge of operational procedures for opening accounts, selling complementary products and services
- Knowledge of Desjardins business processes, including sales, solicitation and negotiation processes
- Knowledge of service standards
- Action oriented
- Collaborates
- Communicates effectively
- Customer Focus
- Innovation
- Interpersonal Savvy
- Situational adaptability
Benefits
Comp & perks- 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 and telework equipment
- Benefits apply based on eligibility criteria.