Advance your career with National Bank as a Wealth Associate, where your focus on customer service will make a significant difference. This hybrid role allows collaboration with advisors to deliver exceptional experiences for all clients.
In the Wealth Management division, you will act as a key support for wealth advisors. Your responsibilities will include ensuring smooth communication, executing transactions, and analyzing client accounts to aid in business growth. Embrace the commitment to compliance and risk management while facilitating advisor schedules and client meetings.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide outstanding customer service across channels
• Analyze client accounts to support wealth advisor tasks




• Accurately perform transactions for investment accounts
• Schedule appointments and prepare for client meetings
Requirements:
• College diploma in a relevant field
• At least one year of experience in a similar role
• Robust knowledge of Microsoft Office
• Strong organizational skills and priority management
• Awareness of compliance and risk management requirements
Utilize your customer service skills and attention to detail to enhance client engagements at National Bank.
#J-18808-Ljbffr

📌 Client-Focused Wealth Associate Role (Kirkland)
🏢 National Bank of Canada
📍 Kirkland