Wealth Management Associate at National Bank (Quebec City)

Wealth Management Associate at National Bank (Quebec City)

31 Aug
|
Soudure Impériale
|
Quebec City

31 Aug

Soudure Impériale

Quebec City

Elevate client service within the Wealth Management team at National Bank. As a Wealth Management Associate, you'll support advisors and ensure exceptional communication with clients and colleagues.

In this hybrid role, you'll work closely with a wealth advisor, delivering superior customer service through effective communication and administrative tasks. Candidates should possess a college diploma and rely on their organizational skills to manage client accounts, schedule appointments, and assist with compliance requirements.

Key Responsibilities:
• Ensure effective communication with clients and advisors
• Deliver superior customer service via multiple channels
• Analyze client accounts for proactive wealth support
• Conduct investment transactions accurately and timely
• Coordinate meetings and manage advisors’ schedules

Requirements:
• College diploma in a related field
• At least one year of relevant experience
• Proficiency in Microsoft Office Suite
• Robust organizational and multitasking skills
• Fluency in French

Bring your communication and analysis skills to make a lasting impact at National Bank.
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📌 Wealth Management Associate at National Bank (Quebec City)
🏢 Soudure Impériale
📍 Quebec City

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