Job Description & How to Apply Below
Elevate your career in wealth management with National Bank as an Associate. This hybrid role focuses on delivering exceptional customer service to clients and supporting wealth advisors positively.
As an Associate in the Wealth Management team, your key role encompasses effective communication and organization. You will work directly with wealth advisors, providing superior service through various channels and assisting in client account management. Collaboration is essential in ensuring a high-quality experience for clients while adhering to compliance guidelines.
Key Responsibilities:
• Ensure effective communication among clients and advisors
• Provide exceptional service in person, by phone, and via email
• Analyze client accounts for wealth advisor support
• Diligently manage investment account transactions
• Schedule client meetings and manage advisors’ agendas
Requirements:
• College diploma in a related field
• One year of relevant experience in customer service
• Proficiency in Microsoft Office suite
• Strong organizational and multitasking skills
• Detail-oriented with client-focused mindset
Bring your communication, organization, and customer service skills to National Bank as a Wealth Management Associate.
Position Requirements
10+ Years
work experience
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