Wealth Associate

Position: Wealth Associate Hybrid Role at National Bank
Join the Wealth Management team at National Bank as a Wealth Associate, where you'll deliver exceptional customer service in a hybrid work model. Collaborate closely with wealth advisors to create lasting positive impacts.

This role is essential in supporting the Khalil Advisor Group by ensuring seamless communication among clients, advisors, and collaborators. Your expertise in customer service, account analysis, and transaction management will drive business development and enhance client experiences.

Key Responsibilities:

• Communicate effectively with clients and advisors

• Provide superior customer service through various channels

• Analyze client accounts to support advisors

• Conduct investment account transactions accurately

• Open and maintain updated client files

• Schedule appointments and prepare client meetings

• Ensure compliance with risk management rules

Requirements:

• College diploma in a relevant field

• Minimum one year of related experience

• ERCI certification is an asset

• Proficient in Microsoft Office suite

• Strong organizational and priority management skills

Support wealth advisors in creating impactful client relationships at National Bank.
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