Explore the Hybrid Wealth Associate role at National Bank, enhancing client satisfaction through excellent service. Collaborate with wealth advisors while working in both office and remote settings. As an Associate on the Wealth Management team, your focus will be on fostering synergy among clients and advisors.

You'll be tasked with analyzing client accounts, managing transactions, and ensuring compliance with regulatory standards. This role is vital in creating effective client interactions and supporting advisors’ business growth. Key Responsibilities:
Ensure ongoing communication among all stakeholders
Deliver exceptional customer service across various platforms
Analyze client accounts to aid in business development
Process investment transactions diligently
Organize and update client files and meetings Requirements:
College diploma in a relevant discipline
One year of experience in customer service or banking operations
Familiarity with Microsoft Office applications
Robust organizational and multitasking skills
Capable of thriving in a hybrid work setting Your detail-oriented approach and commitment to clients will contribute significantly to National Bank's mission.

📌 Hybrid Wealth Associate Role At National Bank Sorel Tracy (Sorel-Tracy)
🏢 National Bank of Canada
📍 Sorel-Tracy