Join Service Signature as a Wealth Management Client Agent and provide premium banking support to affluent individuals. Your expertise will shape client experiences and drive financial success.
This role exige a deep understanding of high-net-worth client needs in the Saguenay—Lac-Saint-Jean—Charlevoix region. You'll collaborate closely with advisors while managing files and implementing tailored financial solutions. Proficiency in Desjardins's digital systems will empower clients to become self-sufficient with their financial choices.
Key Responsibilities:
• Offer personalized service to high-net-worth clients
• Work with advisors on account management and requests
• Guide clients in using Desjardins digital tools
• Capture business opportunities for growth
• Support operational tasks for financial transactions
Requirements:
• Attestation of Collegial Studies is necessary
• Minimum three years of related experience
• Knowledge of Desjardins services pr...