Hybrid Wealth Associate Role at National Bank
National Bank of Canada • bas saint laurent, Canada
Role Description
Advance your career with the hybrid Wealth Associate role at National Bank. Support wealth advisors by providing top-notch customer service and managing client interactions expertly.
This position in the Wealth Management team at National Bank enables you to work directly with clients and wealth advisors. You will play a vital role in enhancing client relationships, analyzing accounts, and executing investment transactions. Your ability to communicate effectively will be crucial in ensuring client satisfaction and supporting advisors' business development efforts.
Key Responsibilities:
• Maintain effective communication across all parties
• Offer superior client service through multiple channels
• Analyze client accounts to aid wealth advisors
• Execute transactions for investment accounts accurately
• Organize advisor schedules and client meetings
Requirements:
• College diploma in a related discipline
• Minimum one year of relevant experience
• Profic...
This position in the Wealth Management team at National Bank enables you to work directly with clients and wealth advisors. You will play a vital role in enhancing client relationships, analyzing accounts, and executing investment transactions. Your ability to communicate effectively will be crucial in ensuring client satisfaction and supporting advisors' business development efforts.
Key Responsibilities:
• Maintain effective communication across all parties
• Offer superior client service through multiple channels
• Analyze client accounts to aid wealth advisors
• Execute transactions for investment accounts accurately
• Organize advisor schedules and client meetings
Requirements:
• College diploma in a related discipline
• Minimum one year of relevant experience
• Profic...