Take on the role of Associate within National Bank's Wealth Management team, where you will enhance client relationships through outstanding customer service. Engage in a adaptable hybrid work environment tailored for work-life balance.
As an Associate, collaboration with wealth advisors will be key as you support them in all aspects of client service. You will manage communication, perform account analyses, coordinate schedules, and ensure compliance and risk management standards are met. Your organizational skills will significantly contribute to the team’s success and client satisfaction.
Key Responsibilities:
• Facilitate effective communication among clients and advisors
• Deliver outstanding customer service across channels




• Prepare account analyses to support wealth advisors
• Carry out investment account transactions as needed
• Schedule and prepare for client meetings
Requirements:
• College diploma in a related field
• One year of experience in customer-facing roles
• Solid knowledge of Microsoft Office suite
• Excellent organizational and prioritization skills
• English fluency is required
Bring your expertise in customer service to National Bank’s Wealth Management team to create meaningful client experiences.
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📌 Hybrid Associate Role in Wealth Management (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg