Join National Bank’s Wealth Management team as a Customer Service Associate. Your role will encompass exceptional client service and seamless collaboration with wealth advisors for impactful results.
As a vital part of the Wealth Management team, you will interact with clients and advisors, ensuring transparent communication and fostering long-term relationships. Your responsibilities will include analyzing client accounts, managing investments, and scheduling meetings, all while complying with regulations. The hybrid work model offers flexibility in your day-to-day operations.
Key Responsibilities:
• Ensure smooth communication with clients and advisors
• Provide exemplary service over phone, in person, and via email




• Analyze client accounts to benefit advisors
• Handle investment account transactions accurately
• Organize and prepare for client meetings
Requirements:
• Relevant college diploma
• One year of experience in banking or customer service
• Proficient in Microsoft Office
• Solid organizational and prioritization abilities
• Adhere to compliance standards and risk management
Transform your career in Wealth Management through top-tier service and collaboration.
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📌 Customer Service Associate In Wealth Management Calgary
🏢 National Bank of Canada
📍 Calgary