Support wealth advisors as a National Bank Wealth Management Associate. Your role will focus on providing exceptional customer service, contributing to long-term client relationships.
At National Bank, you'll be integral to seamless operations in the Wealth Management team. Collaborate with advisors, ensuring effective communication, superior service delivery, and adherence to compliance standards. Your contribution will help enhance client experiences and streamline meetings.
Key Responsibilities:
• Communicate effectively among clients, advisors, and collaborators
• Provide superior service across multiple communication methods
• Analyze accounts to assist wealth advisors
• Process investment transactions accurately
• Coordinate advisors' schedules and client meetings
Requirements:
• University diploma in a related area
• Minimum one year of experience in a related field
• Knowledge of Microsoft Office suite essential
• Organizational skills and time management abilities
• French language skills required
Utilize your organizational and communication skills to provide a positive impact at National Bank's Wealth Management team.
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📌 National Bank Wealth Management Associate (Quebec City)
🏢 National Bank of Canada
📍 Quebec City
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