Elevate your career as a Wealth Associate with National Bank's Wealth Management team, allowing you to provide outstanding customer service while working in a hybrid model. Collaborate closely with wealth advisors to create meaningful client relationships that last.
In this role, you'll serve as a vital support system for wealth advisors, enhancing their ability to deliver exceptional service to clients. Your key responsibilities include effective communication, superior customer service, and thorough analysis of client accounts. You will also ensure compliance while managing advisor schedules and client meetings.
Key Responsibilities:
• Ensure effective communication among clients and advisors
• Provide superior customer service via all channels




• Analyze client accounts to support advisors’ development
• Diligently manage transactions for investment accounts
• Coordinate advisor appointments and client meeting preparation
Requirements:
• College diploma in a related field
• One year of related experience in banking or administration
• Proficient in Microsoft Office suite
• Solid organizational and priority management skills
• Commitment to compliance and risk management
Contribute your analytical skills and customer service expertise to shape positive client experiences at National Bank.
#J-18808-Ljbffr

📌 Wealth Associate at National Bank (Kirkland)
🏢 National Bank of Canada
📍 Kirkland