30 Sep
|
National Bank of Canada
|
Quebec City
30 Sep
National Bank of Canada
Quebec City
Elevate your career as a Wealth Associate with the Wealth Management team at National Bank, embracing hybrid work flexibility. Collaborate closely with wealth advisors to deliver outstanding customer service that strengthens client relationships.
As a member of National Bank's Wealth Management team, you will engage in meaningful work supporting wealth advisors. This role emphasizes effective communication, exceptional service, and transaction management. You will also analyze client accounts and ensure adherence to compliance regulations, all while enjoying a work-life balance.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide exceptional customer service in various formats
• Analyze client accounts to support advisors
• Manage investment account transactions diligently
• Coordinate advisors’ schedules and prepare meetings
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficiency in Microsoft Office suite
• Robust organizational and priority management skills
• French language skills are required
Support wealth advisors in creating outstanding client experiences as a Wealth Associate at National Bank.
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📌 Wealth Associate at National Bank (Quebec City)
🏢 National Bank of Canada
📍 Quebec City