Enhance affluent client relations as a Client Financial Services Specialist at Desjardins in Saguenay—Lac-Saint-Jean—Charlevoix. Provide personalized banking and financial services support, ensuring client satisfaction and business growth.
In this key role, you will serve high-net-worth clients, working closely with advisors to manage financial service needs effectively. Your responsibilities include executing banking operations and offering tailored solutions for complex client requirements. Stay proactive in informing clients about digital solutions while fostering self-sufficiency in using Desjardins tools.
Key Responsibilities:
• Provide personalized service to affluent clients
• Propose effective financial solutions tailored to needs
• Assist in managing client and advisor communications
• Execute banking operations efficiently and accurately
• Inform clients about Desjardins digital solutions
Requirements:
• Attestation of Collegial Studies required
...