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 clients
Execute transactions on investment accounts accurately
Analyze and maintain up-to-date client files
Manage client meeting agendas and scheduling
Ensure compliance with all regulations and policies

Requirements:
Completed college or university diploma
2 years of experience in banking or finance
Proficiency in Microsoft Office Suite
Bilingual in English and French
Solid customer service abilities

Become 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