A leading financial institution in Quebec is seeking an Associate for its Wealth Management team. This role focuses on delivering exceptional customer service and supporting wealth advisors with their business development. Responsibilities include effective communication with clients, managing client files, and carrying out transactions related to investment accounts. Candidates should have a university diploma and relevant experience in customer service or banking operations. Robust organizational skills and Microsoft Office proficiency are required.
📌 Financial Accountant For Ia Dealer Services (Levis)
🏢 National Bank of Canada
📍 Levis
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