Accounting & Finance

Client Financial Services Advisor — Growth & Portfolio Support

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Quebec · Capitale Nationale · Canada

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,

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Reference: WJ-3875_14176356

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