Client Financial Services Agent

• Work closely with advisors and provide personalized support to members and clients
• Help advisors deliver services and maintain business relationships
• Take charge of members' and clients' immediate needs by offering simple and rapid investment, financing and protection solutions aligned with the action plan
• Ensure member/client satisfaction and service quality according to organizational standards and procedures
• Provide significant business development support
• Assist members and clients and provide excellent customer service
• Create offers for routine transactions
• Help sell products and services based on members' and clients' needs and current strategies and practices
• Tailor the approach to members' and clients' needs
• Handle client requests, perform tasks and research, and recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Recommend solutions that meet members' and clients' needs and expectations
• Help members and clients choose and use tools and channels based on their desired independence and automation
• Seize business opportunities and participate in sales development initiatives

Requirements

• Attestation of Collegial Studies
• A minimum of three years of relevant experience
• Other combinations of qualifications and relevant experience may be considered
• Mutual fund representative certificate - Autorité des marches financiers
• Knowledge of French is required
• Action oriented
• Communicates effectively
• Customer Focus
• Differences
• Interpersonal Savvy
• Nimble learning
• Situational adaptability

Core Competencies

Demonstrates expertise in providing personalized support to clients and advisors, ensuring satisfaction through tailored solutions and effective communication. Proficient in business development and customer service, with a strong focus on meeting client needs and expectations.

Highest-signal resume keywords

• Customer Service
• Business Development
• Mutual Fund Representative Certificate
• Fluency in French
• Interpersonal Savvy

Soft Skills

• Action Oriented
• Effective Communication
• Situational Adaptability
• Nimble Learning

Certifications & Qualifications

• Attestation of Collegial Studies
• Mutual Fund Representative Certificate

Industry Keywords

• Client Satisfaction
• Investment Solutions
• Financing Solutions
• Protection Solutions
• Sales Development