Pursue a fulfilling career as an Associate in the Wealth Management team at National Bank. Engage clients and advisors with top-tier service in a hybrid work model.The Wealth Management team at National Bank is searching for an Associate to provide integral support to wealth advisors. Your role will involve enhancing client experiences by ensuring exact communication and diligent service. This position is critical for streamlining operations while focusing on compliance within the wealth management domain.Key Responsibilities:Ensure effective communication loops between clients and advisorsProvide premier customer service in-person and remotelyAnalyze client accounts to support advisors effectivelyExecute investment account transactions with high accuracyCoordinate schedules and prepare materials for client meetingsRequirements:College diploma in a relevant fieldOne year of direct experience in customer service or bankingProficient with Microsoft Office toolsStrong organizational and multitasking skillsFrench language proficiency for better client interactionUtilize your communication and analytical skills to enhance client engagement and satisfaction at National Bank.

📌 Associate Role In Wealth Management (Drummondville)
🏢 Banque Nationale du Canada
📍 Drummondville