Client Financial Services Advisor — Growth & Portfolio Support
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Desjardins is seeking a client financial services agent to work closely with account managers, delivering personalized support to business members and clients and assisting with business development. You will manage day-to-day and urgent needs, offer tailored products and services, and ensure excellence in customer service in line with organizational standards and procedures.
The role requires effective communication, a results-driven mindset, and involvement in portfolio management,
#J-18808-LjbffrReference: WJ-291_11808986