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National Bank of Canada

Canada / Global

Client-Focused Wealth Associate Position

Job Description

Join National Bank as a Wealth Associate to enhance client interactions and ensure compliance. Deliver outstanding service while supporting investment advisors in a rewarding financial environment.

As a member of the Wealth Management division, you will facilitate exceptional service by managing client requests, conducting financial transactions, and coordinating appointments. Your attention to detail will be crucial in adhering to compliance and risk management. By collaborating closely with investment advisors, you'll enhance the client experience for over 400,000 customers.

Key Responsibilities: • Assist investment advisors in maintaining superior client service • Perform financial operations and transaction adjustments • Process client deposits, withdrawals, and transfers • Analyze and update client files efficiently • Schedule and prepare for client meetings

Requirements: • Post-secondary diploma in a relevant area • Minimum two years in banking or finance • Completed Canadian Securities Course (CSC) and CIRE • Proficiency in Microsoft Office • Strong customer service abilities

Shape clients' financial well-being at National Bank through superior service and operational proficiency. #J-18808-Ljbffr
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