Support clients in achieving their life goals as a proactive Associate. Deliver exceptional service and assist with banking operations while working in a hybrid workplace.As an Associate, you will play a crucial role in our Exclusive Remote Advisory Service team. This position requires excellent customer service skills and a proactive approach to managing client inquiries. You will collaborate within a team of fourteen while enjoying the flexibility of working remotely and onsite at the downtown office.Key Responsibilities:Provide top-quality customer service to clientsExecute transactions on investment accounts accuratelyAnalyze and maintain up-to-date client filesManage client meeting agendas and schedulingEnsure compliance with all regulations and policiesRequirements:Completed college or university diploma2 years of experience in banking or financeProficiency in Microsoft Office SuiteBilingual in English and FrenchStrong customer service abilitiesBecome a key player in empowering clients while shaping an impactful advisory experience.

📌 Client-Focused Associate In Exclusive Remote Advisory Service (Montreal)
🏢 National Bank of Canada
📍 Montreal