Explore a rewarding Associate role in the Wealth Management team at National Bank, offering a hybrid work workplace focused on synergy with clients and advisors. Achieve success by providing remarkable customer support.

As an Associate, you'll support wealth advisors through exceptional customer service and organizational skills. Responsibilities include preparing and coordinating client meetings, transactions, and following compliance protocols. Join a top investment brokerage in Canada to impact the client experience positively.

Key Responsibilities: • Facilitate transparent communication among all parties involved • Provide top-notch service over phone, email, and in-person • Analyze client accounts to aid advisors' business growth • Execute investment account transactions diligently • Maintain accurate and up-to-date client records

Requirements: • Completed college diploma in a relevant field • One year of relevant customer service experience • Proficient with Microsoft Office applications • Robust organizational skills with attention to detail • Capable of multitasking and effective problem solving

Become part of a team that values collaboration and client service excellence at National Bank.

📌 Associate Role In Wealth Management Sector Winnipeg
🏢 National Bank of Canada
📍 Winnipeg