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 exact 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
Robust 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.

📌 Associate Role In Wealth Management Drummondville (Canada)
🏢 Banque Nationale du Canada
📍 Canada