Elevate the client experience as a Wealth Associate at National Bank in Winnipeg. Your accuracy and attention to detail will be critical in supporting Wealth Advisors and fulfilling client requests efficiently.
In this collaborative role, you will work closely with a dedicated team, ensuring all client account transactions and documentation are managed meticulously. Your proactive approach will help address client needs and drive continual improvement in our operational practices.
Key Responsibilities:
• Assist wealth advisors in providing timely client responses
• Process deposits, withdrawals, and account requests thoroughly
• Manage and prepare essential client documentation
• Follow up on pending instructions and documentation work
• Integrate technological advancements into team operations
Requirements:
• Relevant experience in banking or financial services (2 years)
• Completion of relevant college or university diploma
• Proficiency with Microsoft Office applications
• Robust organizational and multitasking abilities
• Excellent communication skills with clients and team
Bring your operational excellence and service-oriented mindset to National Bank's Wealth Management team in Winnipeg.
#J-18808-Ljbffr
📌 Client-Focused Wealth Associate (Manitoba)
🏢 Banque Nationale du Canada
📍 Manitoba
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.