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 team-oriented 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 • Solid 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 Winnipeg (Canada)
🏢 Banque Nationale du Canada
📍 Canada