Client Financial Services Agent

As a client financial services agent, you will work closely with advisors to provide personalized support to members and clients, handle client requests, and develop business opportunities.

Requirements

• Handle client requests
• Perform tasks and research as needed
• Recommend appropriate solutions
• Help colleagues manage their agenda and emails
• Be attentive to the needs of members and clients
• Seize business opportunities and participate in sales development initiatives

Benefits

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