Job Description
Become a Financial Services Client Relations Expert at Desjardins. Focus on enhancing client satisfaction by providing personalized financial solutions and support services.
In this position, you will collaborate with advisors to ensure that members and clients receive swift and effective assistance tailored to their needs. Your responsibilities include addressing client requests, aiding colleagues in managing communication, and identifying growth opportunities through proactive engagement. Provide exceptional service quality in line with Desjardins’ high standards as you facilitate investment and financing solutions.
Key Responsibilities:
• Respond to client needs and recommend solutions
• Support colleague agenda and email management
• Assess and address member/client financial needs
• Facilitate the use of financial products and services
• Contribute to business development and sales strategies
Requirements:
• Attestation of Collegial Studies required
•...
In this position, you will collaborate with advisors to ensure that members and clients receive swift and effective assistance tailored to their needs. Your responsibilities include addressing client requests, aiding colleagues in managing communication, and identifying growth opportunities through proactive engagement. Provide exceptional service quality in line with Desjardins’ high standards as you facilitate investment and financing solutions.
Key Responsibilities:
• Respond to client needs and recommend solutions
• Support colleague agenda and email management
• Assess and address member/client financial needs
• Facilitate the use of financial products and services
• Contribute to business development and sales strategies
Requirements:
• Attestation of Collegial Studies required
•...
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