Associate Role in Wealth Management (Quebec City)

Associate Role in Wealth Management (Quebec City)

21 Aug
|
Banque Nationale du Canada
|
Quebec City

21 Aug

Banque Nationale du Canada

Quebec City

Pursue a fulfilling career as an Associate in the Wealth Management team at National Bank. Engage clients and advisors with top-tier service in a hybrid work model.

The Wealth Management team at National Bank is searching for an Associate to provide integral support to wealth advisors. Your role will involve enhancing client experiences by ensuring accurate communication and diligent service. This position is critical for streamlining operations while focusing on compliance within the wealth management domain.

Key Responsibilities:
• Ensure effective communication loops between clients and advisors
• Provide premier customer service in-person and remotely
• Analyze client accounts to support advisors effectively




• Execute investment account transactions with high accuracy
• Coordinate schedules and prepare materials for client meetings

Requirements:
• College diploma in a relevant field
• One year of direct experience in customer service or banking
• Proficient with Microsoft Office tools
• Strong organizational and multitasking skills
• French language proficiency for better client interaction

Utilize your communication and analytical skills to enhance client engagement and satisfaction at National Bank.
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📌 Associate Role in Wealth Management (Quebec City)
🏢 Banque Nationale du Canada
📍 Quebec City

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