support agent - member experience - Montréal - beBeeClientCentric

    beBeeClientCentric
    beBeeClientCentric Montréal

    2 weeks ago

    Full time

    Job title: Financial services Agent, Clientele

    Description

    Financial Services Support Specialist

    As a Financial Services Support Specialist, you will work closely with advisors to provide personalized support to clients and members, helping them deliver services while maintaining business relationships. Your primary focus will be on handling immediate needs by offering simple rapid solutions in investment financing and protection.

    You will draw upon your interpersonal savvy communication skills to ensure member/client satisfaction and service quality aligns with organizational standards and procedures. This involves providing significant business development support, assisting members/clients in achieving excellent customer service while creating offers for routine transactions based on member/client needs.


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