Join National Bank as a Client-Focused Associate to provide exceptional wealth management support while working in a hybrid workplace. Your expertise will enhance client experiences and advisor efficiency.

As a key team member in the Wealth Management division, you will assist wealth advisors by ensuring seamless communication and superior customer service with clients. Your role involves analyzing accounts and coordinating operations to support the business development of financial advisors.

Key Responsibilities: • Facilitate effective communication among clients, advisors, and teams • Offer outstanding customer service both in-person and remotely • Analyze client accounts for strategic financial insights • Conduct transactions for investment accounts precisely • Schedule client meetings and manage advisors' agendas

Requirements: • Relevant college diploma or degree • One year of customer service experience in finance • Strong skills in Microsoft Office and analytics • Excellent organizational skills for multitasking • Fluent in French

Enhance client satisfaction through your contributions at National Bank. #J-18808-Ljbffr

📌 Client-Focused Associate in Wealth Management (Winnipeg)
🏢 National Bank of Canada
📍 Winnipeg