Location
granby, estrie, Canada
Posted
July 13, 2026
Job Description
Step into a pivotal role as a Client Financial Services Agent with Desjardins, focusing on delivering comprehensive financial support on-site for 18 months. Enhance client relationships while ensuring compliance and satisfaction.
This full-time position requires strong interpersonal skills and a proactive approach to client service. You will assist in opening accounts, sales presentations, and maintaining documentation post-appointments, all while fostering a collaborative environment. Your insights will help account managers streamline operations and improve member interactions.
Key Responsibilities:
• Meet clients for documentation and signatures
• Organize follow-up activities for account managers
• Confirm transactions and make follow-up calls
• Prepare targeted presentations for client needs
• Participate in solicitation and business development
Requirements:
• Attestation of Collegial Studies
• Minimum of three years in finance-related roles
• Fre...
This full-time position requires strong interpersonal skills and a proactive approach to client service. You will assist in opening accounts, sales presentations, and maintaining documentation post-appointments, all while fostering a collaborative environment. Your insights will help account managers streamline operations and improve member interactions.
Key Responsibilities:
• Meet clients for documentation and signatures
• Organize follow-up activities for account managers
• Confirm transactions and make follow-up calls
• Prepare targeted presentations for client needs
• Participate in solicitation and business development
Requirements:
• Attestation of Collegial Studies
• Minimum of three years in finance-related roles
• Fre...