National Bank Wealth Associate Opportunity (Quebec City)

National Bank Wealth Associate Opportunity (Quebec City)

11 Aug
|
National Bank of Canada
|
Quebec City

11 Aug

National Bank of Canada

Quebec City

Take your career to the next level with National Bank as a Wealth Associate, focusing on exceptional client support and team collaboration. This hybrid role allows flexibility and work-life balance.

As a member of the Wealth Management team, you'll assist in ensuring seamless communication among advisors and clients. Your tasks will involve managing client files, analyzing accounts, and overseeing appointment schedules, all while adhering to compliance standards. Your initiative and organization will contribute significantly to the team's success.

Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide exceptional service across various platforms
• Analyze client accounts for wealthy advisor support




• Carry out investment account transactions diligently
• Organize schedules and prepare for client meetings

Requirements:
• College diploma in related studies
• At least one year of relevant experience
• Skilled in Microsoft Office applications
• Robust organizational and stress management skills
• French language proficiency is advantageous

Bring your detail-oriented mindset and dedication to client service to National Bank's Wealth Management team.
#J-18808-Ljbffr

📌 National Bank Wealth Associate Opportunity (Quebec City)
🏢 National Bank of Canada
📍 Quebec City

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

Subscribe to this job alert:

Get the latest job offers by email for: national bank wealth associate opportunity (quebec city) / quebec city

Subscribe to this job alert:

Get the latest job offers by email for: national bank wealth associate opportunity (quebec city) / quebec city