Start a rewarding career as an Associate in the Wealth Management team at National Bank. This hybrid role centers on exemplary service and teamwork to enhance client satisfaction.

The Wealth

Management division of National Bank Financial, one of Canada’s largest brokerage firms, is seeking dedicated individuals to collaborate with wealth advisors. In this role, you will provide critical support including client account analysis, transaction management, and effective communication with stakeholders. Emphasis on detail and teamwork will be key in this position. Key Responsibilities:
Maintain effective communication with clients and advisors
Offer high-quality customer service across various channels
Analyze accounts to assist in wealth advisor strategies
Process investment account transactions efficiently
Coordinate meetings and manage appointment schedules Requirements:
College diploma in relevant studies
One-year experience in customer service or banking
Familiarity with Microsoft Office software
Solid organizational and multitasking abilities
Ability to adapt to a hybrid work model Leverage your client service expertise within a energetic team at National Bank.

📌 Join The National Bank As Associate Drummondville (Canada)
🏢 National Bank of Canada
📍 Canada