Take on the role of Associate within National Bank's Wealth Management team, where you will enhance client relationships through outstanding customer service. Engage in a adaptable hybrid work workplace tailored for work-life balance.

As an Associate, collaboration with wealth advisors will be key as you support them in all aspects of client service. You will manage communication, perform account analyses, coordinate schedules, and ensure compliance and risk management standards are met.

Your organizational skills will significantly contribute to the team's success and client satisfaction.

Key Responsibilities:
Facilitate effective communication among clients and advisors
Deliver outstanding customer service across channels




Prepare account analyses to support wealth advisors
Carry out investment account transactions as needed
Schedule and prepare for client meetings

Requirements:
College diploma in a related field
One year of experience in customer-facing roles
Solid knowledge of Microsoft Office suite
Excellent organizational and prioritization skills
English fluency is required

Bring your expertise in customer service to National Bank's Wealth Management team to create meaningful client experiences.

📌 Hybrid Associate Role In Wealth Management Winnipeg (Canada)
🏢 National Bank of Canada
📍 Canada