Join National Bank as a Wealth Associate to enhance client interactions and ensure compliance. Deliver outstanding service while supporting investment advisors in a rewarding financial setting.

As a member of the Wealth Management division, you will facilitate exceptional service by managing client requests, conducting financial transactions, and coordinating appointments. Your attention to detail will be crucial in adhering to compliance and risk management.

By collaborating closely with investment advisors, you'll enhance the client experience for over 400,000 customers.

Key Responsibilities:
Assist investment advisors in maintaining superior client service
Perform financial operations and transaction adjustments
Process client deposits, withdrawals, and transfers
Analyze and update client files efficiently
Schedule and prepare for client meetings

Requirements:
Post-secondary diploma in a relevant area
Minimum two years in banking or finance
Completed Canadian Securities Course (CSC) and CIRE
Proficiency in Microsoft Office
Robust customer service abilities

Shape clients' financial well-being at National Bank through superior service and operational proficiency.
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📌 Client Focused Wealth Associate Position London
🏢 National Bank of Canada
📍 London