Client Financial Services Specialist

Elevate your career at Service Signature as a Client Financial Services Specialist. Provide tailored support to affluent clients while collaborating with advisors to meet financial needs.
In this role, you will engage with high-net-worth clients in the Saguenay—Lac-Saint-Jean—Charlevoix area. Your focus will be on delivering exceptional personalized service, identifying client needs, and recommending effective financial solutions. You'll manage client files, help execute banking transactions, and guide clients in using Desjardins's digital channels.
Key Responsibilities:
• Deliver personalized service to affluent clients
• Identify and propose tailored financial solutions
• Manage client files and execute banking operations
• Inform clients about digital solutions and automation
• Assist advisors with scheduling and administrative tasks
Requirements:
• Attestation of Collegial Studies required
• Minimum three years of relevant experience
• Strong knowle...