Explore a rewarding Associate role in the Wealth Management team at National Bank, offering a hybrid work workplace focused on synergy with clients and advisors. Achieve success by providing remarkable customer support.As an Associate, you'll support wealth advisors through exceptional customer service and organizational skills. Responsibilities include preparing and coordinating client meetings, transactions, and following compliance protocols. Join a top investment brokerage in Canada to impact the client experience positively.Key Responsibilities:Facilitate clear communication among all parties involvedProvide top-notch service over phone, email, and in-personAnalyze client accounts to aid advisors' business growthExecute investment account transactions diligentlyMaintain accurate and up-to-date client recordsRequirements:Completed college diploma in a relevant fieldOne year of relevant customer service experienceProficient with Microsoft Office applicationsStrong organizational skills with attention to detailCapable of multitasking and effective problem solvingBecome part of a team that values collaboration and client service excellence at National Bank.

📌 Associate Role In Wealth Management Sector (Drummondville)
🏢 National Bank of Canada
📍 Drummondville