Wealth Management Associate at National Bank (Quebec City)

Wealth Management Associate at National Bank (Quebec City)

11 Aug
|
National Bank of Canada
|
Quebec City

11 Aug

National Bank of Canada

Quebec City

Elevate your career as a Wealth Management Associate with National Bank. Work hybrid while providing exceptional client service, collaborating effectively with wealth advisors and clients alike.

As part of the Wealth Management team, you'll ensure seamless communication among clients, advisors, and collaborators. Your skills in customer service, account analysis, and organization will support wealth advisors, contributing to positive, long-term outcomes. This pivotal role allows you to manage transactions and coordinate client meetings, creating a lasting impact.

Key Responsibilities:
• Ensure effective communication with clients and advisors
• Provide outstanding customer service via various channels




• Analyze client accounts for wealth advisor support
• Carry out investment account transactions diligently
• Open and update client files efficiently

Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficiency in Microsoft Office suite
• Solid organizational and priority management skills
• Ability to work in a hybrid environment

Bring your client-focused and detail-oriented skills to enrich the wealth management experience at National Bank.
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📌 Wealth Management Associate at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City

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