Explore a rewarding Associate role in the Wealth Management team at National Bank, offering a hybrid work setting 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 explicit communication among all parties involved
Provide top-notch service over phone, email, and in-person
Analyze client accounts to aid advisors' business growth
Execute investment account transactions diligently
Maintain accurate and up-to-date client records

Requirements:
Completed college diploma in a relevant field
One year of relevant customer service experience
Proficient with Microsoft Office applications
Robust organizational skills with attention to detail
Capable of multitasking and effective problem solving

Become part of a team that values collaboration and client service excellence at National Bank.

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