14 Oct
|
Rogers
|
Quebec City
14 Oct
Rogers
Quebec City
Embark on a fulfilling career as a Wealth Management Associate with National Bank, where you’ll support wealth advisors through exceptional customer service and effective communication. Experience a hybrid work model while making a long-term impact on clients.
As a crucial member of the Wealth Management team at National Bank, your role as an Associate involves collaboration with wealth advisors and providing key support. You will engage with clients directly while handling various tasks such as analyzing accounts and coordinating meetings. The position is perfect for individuals skilled in customer service and looking for a flexible work-life balance.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide superior service via phone, email,
and in person
• Analyze client accounts for business development support
• Schedule appointments and prepare client meetings
• Adhere to compliance and risk management rules
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficient in Microsoft Office suite
• Strong organizational skills
• Valuable multitasking ability
Bring your communication and analytical skills to make a meaningful difference in clients' financial journeys with National Bank.
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📌 Wealth Management Associate at National Bank (Quebec City)
🏢 Rogers
📍 Quebec City