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 flexible hybrid work setting 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 advisorsDeliver outstanding customer service across channelsPrepare account analyses to support wealth advisorsCarry out investment account transactions as neededSchedule and prepare for client meetingsRequirements:College diploma in a related fieldOne year of experience in customer-facing rolesSolid knowledge of Microsoft Office suiteExcellent organizational and prioritization skillsEnglish fluency is requiredBring your expertise in customer service to National Bank's Wealth Management team to create meaningful client experiences.

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