As a client financial services agent at , you work closely with advisors and provide personalized support to members.... Understanding of financial documents used in asset management Knowledge of all products and services aimed at caisse members...
professionals to join our team. We are looking for one qualified person to handle both sales and service for our clientele... agent to establish and meet marketing goals in all lines of business. Maintain a strong work ethic a total commitment...
, et contribuerez à améliorer la prestation de services et les résultats pour la clientèle grâce aux données. Dans le cadre de ce... de communication et de sensibilisation de la clientèle, notamment en contexte de changements de politiques, de refonte de services...