Wealth Management Associate at National Bank

Elevate your career as a Wealth Management Associate with National Bank. Deliver exceptional service while supporting wealth advisors and fostering meaningful client relationships in this engaging role. At National Bank, you will be an integral part of the Wealth Management team. This Associate position demands excellent communication skills and a commitment to superior customer service. You will analyze client accounts, manage transactions, and assist in coordinating meetings, ensuring the success of wealth advisors and their clients. Key Responsibilities:

• Ensure effective communication among clients, advisors, and collaborators
• Provide customer service via in-person, phone, and email
• Analyze client accounts to aid wealth advisors
• Diligently handle transactions related to investments
• Open and maintain up-to-date client files

Requirements:

• College diploma in a related field
• Minimum one year relevant experience in banking or administration
• Proficient in Microsoft Office suite
• Strong organizational and prioritization skills
• Commitment to compliance and risk management

Utilize your organizational skills and customer service expertise to thrive in the Wealth Management Associate role at National Bank. #J-18808-Ljbffr