Job Title

About the Role A career as an Associate in the Wealth Management team at National Bank gives you the opportunity to demonstrate your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that creates a positive, long-term impact on our clients. Responsibilities Ensure effective communication between all parties (clients, advisors, and collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare activities that support wealth advisors in their business development Carry out transactions related to investment accounts with diligence Open and update client files Coordinate advisors agendas, schedule appointments, and prepare client meetings Ensure adherence to compliance and risk management rules Qualifications College diploma in a related field At least one year of relevant experience in banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and prioritization skills Benefits Competitive compensation Health and wellness program with many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Telemedicine service Virtual sleep clinic We welcome all candidates! Additional required languages: English #J-18808-Ljbffr