Client Financial Services Agent

As a client financial services agent, you will work closely with advisors to provide personalized support to members and clients, and help advisors deliver services and maintain business relationships.

Requirements

• Handle client requests
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients and recommend solutions
• Seize business opportunities and participate in sales development initiatives

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment