Elevate your career as a Wealth Management Associate with National Bank, where you will enhance client interactions and provide exceptional service in a hybrid work model. Collaborate with wealth advisors to support clients effectively.

In this vital role, you will work closely with wealth advisors to deliver outstanding customer service while ensuring compliance with industry standards. Excellent communication and organizational skills are essential as you coordinate meetings and manage client files. Your contributions will directly impact client satisfaction and business development initiatives.

Key Responsibilities: • Ensure effective communication with clients and advisors • Provide customer service via phone, email,



and in-person • Analyze client accounts for wealth advisors • Execute investment account transactions accurately • Coordinate advisors' schedules and client meetings

Requirements: • College diploma in a related field • One year of experience in banking or customer service • Proficient in Microsoft Office suite • Robust organizational and time management abilities • Bilingualism in French is required

Take the initiative to help clients achieve their financial goals at National Bank. #J-18808-Ljbffr

📌 Wealth Management Associate at National Bank (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg