Become a part of the National Bank's Wealth Management team as a Wealth Associate. Support advisors by delivering exceptional service and impacting clients' financial journeys positively.In this role, you will collaborate with advisors while ensuring seamless communication between all stakeholders. Responsibilities include transaction management, account analysis, and scheduling client meetings. With a focus on client satisfaction, this position is ideal for someone with prior experience in banking or customer-focused roles.Key Responsibilities:Maintain effective communication with clients and financial advisorsProvide superior customer service across all communication methodsAnalyze client accounts to facilitate business developmentProcess transactions related to investment accountsSchedule appointments and prepare for client meetingsRequirements:College diploma in a related areaMinimum one year in customer service or bankingGood knowledge of Microsoft Office suiteStrong organizational skills and ability to multi-taskDetail-oriented and accountable mindsetBring your experience and skills to foster growth and client relationships with the National Bank's Wealth Management team.
📌 National Bank Wealth Associate Position (Edmonton)
🏢 National Bank of Canada
📍 Edmonton
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