Transform client experiences as a Wealth Management Associate at National Bank. This hybrid position emphasizes teamwork and superior service, making a lasting impact on clients.

As an Associate in the Wealth Management team at National Bank, you will support a wealth advisor in delivering exceptional service to over 400,000 clients. This role requires solid communication skills and the ability to manage tasks effectively while maintaining compliance with regulations. Your role is essential in coordinating activities and ensuring smooth operations.

Key Responsibilities:
• Facilitate communication among clients, advisors, and team members
• Provide outstanding customer service through various channels
• Analyze accounts to aid wealth advisors' business growth




• Process investment account transactions diligently
• Update client files and assist in appointment scheduling

Requirements:
• Relevant college diploma or equivalent
• At least one year of experience in customer service or banking
• Knowledge of Microsoft Office applications
• Effective organizational and multitasking abilities
• Proficiency in French to engage with clients

Bring your problem-solving and client-oriented mindset to enhance customer interactions at National Bank.
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📌 Client Focused Associate in Wealth Management (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City