Client-Focused Wealth Associate Role (Quebec City)

Client-Focused Wealth Associate Role (Quebec City)

18 Aug
|
Banque Nationale du Canada
|
Quebec City

18 Aug

Banque Nationale du Canada

Quebec City

Start your journey as a Client-Focused Wealth Associate with National Bank. Provide invaluable support to wealth advisors while ensuring exceptional service in a versatile work environment.

As a key member of the National Bank Wealth Management team, you'll collaborate closely with wealth advisors to enhance client experiences. Your role will empower you to manage communications, support business development, and ensure compliance while interacting with clients. A minimum of one year in customer service or banking is needed to apply.

Key Responsibilities:
• Facilitate effective communication between all stakeholders
• Provide exceptional customer service to clients
• Analyze client accounts for wealth advisors
• Manage investment accounts and related transactions
• Prepare client files and schedule meetings

Requirements:
• College diploma in a related field
• At least one year of relevant experience
• Strong knowledge of Microsoft Office
• Excellent organizational skills for priority management
• Proficiency in French

Use your analytical and client service skills to thrive in the Wealth Management team at National Bank.
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📌 Client-Focused Wealth Associate Role (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City

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