Support clients in achieving their life goals as a proactive Associate. Deliver exceptional service and assist with banking operations while working in a hybrid environment. As an Associate, you will play a crucial role in our Exclusive Remote Advisory Service team.

This position requires excellent customer service skills and a proactive approach to managing client inquiries. You will collaborate within a team of fourteen while enjoying the flexibility of working remotely and onsite at the downtown office. Key Responsibilities:

- Provide top-quality customer service to clients
- Execute transactions on investment accounts accurately
- Analyze and maintain up-to-date client files
- Manage client meeting agendas and scheduling
- Ensure compliance with all regulations and policies

Requirements:

- Completed college or university diploma
- 2 years of experience in banking or finance
- Proficiency in Microsoft Office Suite
- Bilingual in English and French
- Robust customer service abilities

Become a key player in empowering clients while shaping an impactful advisory experience.

📌 Client-Focused Associate in Exclusive Remote Advisory Service (Montreal)
🏢 National Bank of Canada
📍 Montreal