Wealth Management Associate at National Bank

Explore a rewarding part-time career as a Wealth Management Associate at National Bank, focusing on client synergy and providing exceptional service in a hybrid work model.

In this role with National Bank’s Wealth Management team, you will support wealth advisors in enhancing client relationships and ensure superior communication across all channels. Your responsibilities will include transaction processing, client account analysis, and coordinating meetings to help drive business development initiatives.

Key Responsibilities:

• Communicate effectively with clients and advisors

• Deliver outstanding customer service in various formats

• Analyze client accounts to support wealth activities

• Process investment account transactions diligently

• Schedule appointments and prepare for client meetings

Requirements:

• College diploma in a relevant field

• Minimum of one year in banking or customer service

• Proficient in Microsoft Office suite

• Strong organizational and priority management skills

• Ability to manage multiple tasks under pressure

Enhance your career in client-focused wealth management at National Bank, contributing to positive client outcomes.