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Client Financial Services Agent – Business
DesjardinsClient Financial Services Agent providing personalized support for business clients. Assisting account managers with operational challenges and business development activities in Sherbrooke, Canada.
About the role
Key responsibilities & impact- Provide personalized support to business members and clients
- Assist account managers with business development activities
- Manage day-to-day and urgent needs of members and clients
- Help maintain business relationships and address operational challenges
- Conduct analysis and make recommendations
- Contribute to business development through solicitation activities
Requirements
What you’ll need- College diploma in a related field
- A minimum of two years of relevant experience
- Knowledge of French is required
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
ATS Keywords
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Soft Skills
personalized supportbusiness developmentrelationship managementoperational problem-solvinganalytical skillsrecommendation making
Certifications
college diploma