Elevate your career as a Wealth Associate with National Bank in a hybrid work model. Collaborate with wealth advisors to provide exceptional service that positively impacts clients. In this role within the Wealth Management team, you will support wealth advisors by ensuring seamless communication and exceptional customer service.

Your focus will be on client account analysis and transaction execution, helping advisors build robust client relationships. A strong organizational mindset is essential for managing appointments and compliance adherence. Key Responsibilities:

- Ensure effective communication with clients and advisors
- Provide superior service via phone, email, and in person
- Analyze client accounts for wealth advisor support




- Diligently execute transactions related to investment accounts
- Organize client meetings and manage advisors' schedules

Requirements:

- College diploma in a related field
- Minimum one year in banking, customer service, or administration
- Proficient in Microsoft Office suite
- Strong organizational and prioritization skills
- Detail-oriented with effective communication abilities

Utilize your customer service skills and organizational expertise to enhance the client experience in the wealth management sector.

📌 Wealth Associate at National Bank (Saguenay)
🏢 National Bank of Canada
📍 Saguenay