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Financial Services Agent, Clientele
DesjardinsClient Financial Services Agent providing personalized client support and service in Canada. Collaborates with advisors to maintain business relationships and deliver service quality.
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- Trade school diploma in a related field
- A minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to work a flexible schedule
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client Requests HandlingResearch and AnalysisAgenda ManagementEmail ManagementSales Development
Soft Skills
Attention to DetailInterpersonal CommunicationProblem Solving
Certifications
Mutual Fund Representative Certificate