Embrace a rewarding career as a Wealth Associate with National Bank's Wealth Management team. Provide exceptional client service while supporting wealth advisors in a hybrid work model.
As a Wealth Associate, you will collaborate effectively with clients and advisors, ensuring superior communication. Your role involves analyzing client accounts, handling investment transactions, and coordinating meetings. With a focus on customer service, you will contribute to the long-term success of clients and advisors alike.
Key Responsibilities:
• Ensure effective communication among clients, advisors, and collaborators
• Provide excellent customer service via phone, email, and in person
• Analyze client accounts to support wealth advisor activities
• Execute transactions related to investment accounts
• Schedule meetings and coordinate advisors' agendas
Requirements:
• College diploma in a related field
• Minimum one year of relevant experience
• Proficient with ...