Wealth Associate At National Bank (Brossard)

Wealth Associate At National Bank (Brossard)

16 Oct
|
National Bank of Canada
|
Brossard

16 Oct

National Bank of Canada

Brossard

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 advisorsProvide exceptional customer service in various formatsAnalyze client accounts to support advisorsManage investment account transactions diligentlyCoordinate advisors' schedules and prepare meetingsRequirements:College diploma in a related fieldMinimum one year of relevant experienceProficiency in Microsoft Office suiteStrong organizational and priority management skillsFrench language skills are requiredSupport wealth advisors in creating outstanding client experiences as a Wealth Associate at National Bank.

📌 Wealth Associate At National Bank (Brossard)
🏢 National Bank of Canada
📍 Brossard

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