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