Join National Bank's Wealth Management team as a Wealth Associate. This role offers flexibility and the chance to provide exceptional client service while working in a energetic environment.
As a Wealth Associate at National Bank, you will partner with wealth advisors to deliver outstanding service to clients from the Sainte-Foy branch. Your responsibilities include managing client communications, analyzing accounts, and coordinating meetings. This position calls for a proactive approach to customer service and organizational skills to ensure smooth operations.
Key Responsibilities: • Foster communication among clients, advisors, and collaborators • Deliver customer service in-person, on the phone,
and online • Analyze accounts to assist in business development activities • Process transactions for investment accounts • Organize and schedule client meetings and agendas
Requirements: • College diploma in a related field • At least one year of relevant experience • Proficient in Microsoft Office suite • Strong organizational skills with attention to detail • Knowledge of compliance and risk management processes
Bring your dedication to client service and organizational capabilities to enhance the Wealth Management experience at National Bank. #J-18808-Ljbffr