Drive client success as a Wealth Management Support Associate. Offer top-tier service, assist wealth advisors, and foster communication in a dynamic team setting.
This position allows you to partner with experienced wealth advisors to enhance client interactions and satisfaction. You will be responsible for analyzing accounts, managing appointments, and ensuring transactions are handled thoroughly. Collaboration with various stakeholders is crucial in this role to deliver comprehensive service to clients.
Key Responsibilities:
• Ensure explicit communication among clients and advisors
• Provide exceptional customer service, in-person and virtual
• Analyze client accounts for business development
• Execute investment account transactions diligently
• Organize advisor appointments and client meetings
Requirements:
• College diploma in a relevant field
• Minimum one year of relevant experience
• Solid knowledge of Microsoft Office applications
• Excellent organizational abilities
• Fluency in French required
Contribute to a client-first approach in wealth management while supporting your advisors effectively and efficiently.
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Apply on Kit Job: kitjob.ca/job/2fs9k9
📌 Wealth Management Support Associate Role (Saint-Georges)
🏢 National Bank of Canada
📍 Saint-Georges
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