Client Financial Services Agent
Core
Provide personalized support to members and clients, assisting advisors in delivering services and maintaining business relationships through rapid solutions in investment, financing, and protection.
Role type
Client Financial Services Agent
Builds
Routine transaction offers and sales of financial products and services
Domain
Financial Services / Asset Management
Deliverable
client delivery
Required skills
Client relationship management, Financial product knowledge, Sales development, Compliance adherence, System data integration, Service standards application
Preferred skills
French language proficiency, Mutual fund representative certification, Knowledge of cooperative financial philosophy
Technologies
Financial data systems, Automated and assisted transaction channels
Responsibilities
Handle client requests and recommend appropriate solutions, Assist members and clients in selecting and optimizing tools and channels, Participate in sales development initiatives, Create offers for routine transactions based on client needs