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Client Financial Services Agent
DesjardinsClient financial services agent supporting Desjardins members and advisors. Providing personalized financial solutions, customer service, and business development support in Montréal.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in providing personalized support to members and clients, ensuring satisfaction through effective communication and tailored solutions. Proficient in business development and customer service, with a strong focus on meeting client needs and adapting to various situations.
Highest-signal resume keywords
Customer ServiceBusiness DevelopmentClient Relationship ManagementFluency in FrenchInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
Action OrientedEffective CommunicationCustomer FocusNimble LearningSituational Adaptability
Certifications & Qualifications
Attestation of Collegial Studies
Industry Keywords
Investment SolutionsFinancing SolutionsProtection SolutionsSales DevelopmentClient Needs Assessment
About the role
Key responsibilities & impact- Work closely with advisors and provide personalized support to members and clients
- Help advisors deliver services and maintain business relationships
- Address the immediate needs of members and clients by offering simple and rapid investment, financing and protection solutions aligned with the action plan
- Ensure member/client satisfaction and service quality according to organizational standards and procedures
- Provide business development support
- Assist members and clients and provide excellent customer service
- Create offers for routine transactions
- Help sell products and services based on member and client needs and current strategies and practices
- Tailor the approach to members’ and clients’ needs
- Handle client requests
- Perform required tasks and research and recommend appropriate solutions
- Help colleagues manage their agendas and emails
- Recommend solutions that meet members’ and clients’ needs and expectations
- Help members and clients choose and use tools and channels suited to their desired level of independence and automation
- Seize business opportunities and participate in sales development initiatives
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
- Knowledge of French is required
- Action oriented
- Communicates effectively
- Customer Focus
- Differences
- Interpersonal Savvy
- Nimble learning
- 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
- Reimbursement of telework equipment