Elevate your career as a Wealth Associate in National Bank's Wealth Management team. Deliver outstanding service to clients while collaborating with wealth advisors in a hybrid work environment.

At National Bank, you'll have the prospect to work alongside wealth advisors and enhance client experiences at the Sainte-Foy branch. This role requires exceptional customer service skills, solid communication, and the ability to analyze client accounts. You'll coordinate schedules, conduct transactions, and ensure compliance, making a significant impact on clients’ financial journeys.

Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide superior customer service via multiple platforms
• Analyze accounts to support advisors’ business development




• Execute transactions related to investment accounts
• Schedule appointments and prepare client meetings

Requirements:
• College diploma in a related field
• Minimum one year of experience in banking or customer service
• Proficient with Microsoft Office suite
• Robust organizational and prioritization skills
• Knowledge of compliance and risk management rules

Utilize your communication and organizational skills to support clients and wealth advisors as part of National Bank's team.
J-18808-Ljbffr

📌 Client Focused Wealth Associate At National Bank Quebec City (Canada)
🏢 Bilinguallink
📍 Canada