Hybrid Client Financial Services Agent – Business

Posted 1 hour ago

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About the role

  • Client Financial Services Agent providing personalized support for business clients. Assisting account managers with operational challenges and business development activities in Sherbrooke, Canada.

Responsibilities

  • Provide personalized support to business members and clients
  • Assist account managers with business development activities
  • Manage day-to-day and urgent needs of members and clients
  • Help maintain business relationships and address operational challenges
  • Conduct analysis and make recommendations
  • Contribute to business development through solicitation activities

Requirements

  • College diploma in a related field
  • A minimum of two years of relevant experience
  • Knowledge of French is required

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Client Financial Services Agent – Business

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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