Join National Bank as a Wealth Management Technology Associate, where your attention to detail fuels exceptional client service. This hybrid role blends operational efficiency with analytical skills.

You will aid wealth advisors by managing client requests, processing account transactions, and ensuring documentation accuracy. A background in technology, operations, or process improvement is preferred for candidates eager to build a career in financial services. Your key contributions will support seamless operational workflows and enhance the client's financial journey.

Key Responsibilities:
• Assist advisors with client instruction execution
• Carry out account transactions with precision




• Process service requests using internal platforms
• Identify and fix transaction issues
• Compile and analyze data for reporting

Requirements:
• Completed college or university diploma in a related field
• Relevant experience in financial services or operations
• Proficient in Excel and data handling
• Strong focus on accuracy
• Effective communication and collaboration skills

Contribute to a energetic team at National Bank, where technology meets client care in wealth management.
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📌 Associate in Wealth Management Technology (Manitoba)
🏢 National Bank of Canada
📍 Manitoba