Financial services Agent, Clientele - Les Îles-de-la-Madeleine
Only for registered members Les Îles-de-la-Madeleine, Canada
2 weeks ago
As a client financial services agent, you work closely with advisors and provide personalized support to members and clients. You help advisors deliver services and maintain business relationships. You have the latitude and are called upon to take charge of the immediate needs of ...
Job description
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The incumbent works in close collaboration with account managers to maintain business relationships with members and clients by carrying out sales support activities. · The position involves completing documentation following appointments with members and clients, assisting them ...
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