Wealth Associate at National Bank

Step into the role of Wealth Associate with National Bank in Winnipeg, where your client service skills and operational accuracy will enhance client experiences. Collaborate with advisors to streamline processes and deliver exceptional service.

As a Wealth Associate at National Bank, you will work within a structured team environment focused on accuracy and professionalism. This role requires supporting wealth advisors, managing client transactions, and integrating new technology to improve operations. Your attention to detail and strong organizational skills will be crucial in ensuring smooth operational workflows.

Key Responsibilities:

• Assist wealth advisors in providing superior client service

• Manage account transactions including deposits and withdrawals

• Prepare and process client documentation accurately

• Monitor instructions and follow-up with internal partners

• Produce portfolio reports and statements as needed

Requirements:

• Two years of experience in banking or financial services

• Completed college or university diploma in a related field

• Familiarity with Microsoft Office, especially Excel

• Strong communication skills with clients and partners

• Willingness to learn internal systems and processes

This Wealth Associate role offers a significant opportunity to elevate your skills in wealth management and client service at National Bank.