Support clients in achieving their life goals as a proactive Associate. Deliver exceptional service and assist with banking operations while working in a hybrid setting. 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 • Strong 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