Elevate your career as a Wealth Management Associate at National Bank, where you will collaborate closely with clients and advisors in a hybrid work model to provide exceptional service.
In this pivotal role, you will assist wealth advisors by ensuring seamless communication and offering top-tier customer service to positively impact our clients’ financial journeys. Your ability to analyze accounts, coordinate meetings, and execute transactions will be vital to our team's success.
Key Responsibilities:
• Ensure effective communication among clients, advisors, and collaborators
• Provide outstanding customer service via various channels
• Analyze client accounts to support business development
• Diligently process investment account transactions
• Coordinate advisors’ schedules and client meetings
Requirements:
• College diploma in a relevant field
• Minimum one year of experience in banking or customer service
• Proficient with Microsoft Office suite
• Solid organizational and priority management skills
• Fluent in French
Utilize your skills in customer service and wealth management as a key asset at National Bank.
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📌 Wealth Management Associate National Bank Brossard
🏢 Banque Nationale du Canada
📍 Brossard