Wealth Management Associate at National Bank (Quebec City)

Wealth Management Associate at National Bank (Quebec City)

13 Aug
|
Banque Nationale du Canada
|
Quebec City

13 Aug

Banque Nationale du Canada

Quebec City

Elevate your career as a Wealth Management Associate at National Bank. Offer exceptional client and advisor support while utilizing your customer service skills in a hybrid work model.

Join the Wealth Management team at National Bank, the fifth largest investment firm in Canada. You will collaborate with wealth advisors to provide outstanding service, manage client communications, and support business development efforts. This role emphasizes teamwork and requires at least one year of experience in banking or customer service.

Key Responsibilities:
• Ensure effective communication among clients, advisors, and collaborators
• Deliver superior customer service via phone, email, and in person




• Analyze client accounts for business development activities
• Execute transactions related to investment accounts
• Schedule appointments and coordinate advisor agendas

Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficiency in Microsoft Office suite
• Solid organizational and priority management skills
• French language proficiency

Bring communication, problem-solving, and organization to enhance client experiences at National Bank.
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📌 Wealth Management Associate at National Bank (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City

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