Support wealth advisors with client communication and account transactions at National Bank's Khalil Advisory Group in Rivière-du-Loup.
As a Wealth Management Associate, you will partner with advisors to deliver exceptional service within National Bank Financial – Wealth Management. Your work will support client relationships, business development activities, and compliant investment account administration. French is required.
Key Responsibilities:
- Coordinate communication among clients, advisors, and collaborators
- Provide customer service in person, by phone, and email
- Analyze client accounts for advisor business development activities
- Process investment account transactions diligently
- Open and update client files
Requirements:
- College diploma in a related field
- At least one year of relevant related experience
- Knowledge of Microsoft Office suite
- Organizational and priority management skills
- French-language proficiency
Bring client service, organization, and wealth management administration skills to the Khalil Advisory Group in Rivière-du-Loup.