Elevate your career as a Wealth Associate with National Bank's Wealth Management team. This hybrid role focuses on delivering exceptional customer service and supporting wealth advisors, fostering long-term client relationships.
As a Wealth Associate, you will collaborate closely with clients and advisors to ensure effective communication and superior service. Your responsibilities will include analyzing client accounts, managing transactions, and coordinating advisor schedules. You will play a vital role in enhancing the client experience while adhering to compliance standards in a dynamic setting.
Key Responsibilities:
• Ensure effective communication among clients and advisors
• Provide superior customer service via phone, email, and in person




• Analyze client accounts to support business development
• Execute transactions for investment accounts diligently
• Schedule appointments and manage advisor agendas
Requirements:
• College diploma in a related field
• Minimum one year of experience in customer service or banking
• Proficiency in Microsoft Office suite
• Strong organizational and priority management skills
• Commitment to compliance and risk management rules
Contribute your skills to advance client relations and operational excellence with National Bank.
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📌 Wealth Associate at National Bank (Medicine Hat)
🏢 National Bank of Canada
📍 Medicine Hat