Become a part of the National Bank's Wealth Management team as a Wealth Associate. Support advisors by delivering exceptional service and impacting clients' financial journeys positively.
In this role, you will collaborate with advisors while ensuring seamless communication between all stakeholders. Responsibilities include transaction management, account analysis, and scheduling client meetings. With a focus on client satisfaction, this position is ideal for someone with prior experience in banking or customer-focused roles.
Key Responsibilities:
- Maintain effective communication with clients and financial advisors
- Provide superior customer service across all communication methods
- Analyze client accounts to facilitate business development
- Process transactions related to investment accounts
- Schedule appointments and prepare for client meetings
Requirements:
- College diploma in a related area
- Minimum one year in customer service or banking
- Good knowledge of Microsoft Office suite
- Strong organizational skills and ability to multi-task
- Detail-oriented and accountable mindset
Bring your experience and skills to foster growth and client relationships with the National Bank's Wealth Management team.
National Bank Wealth Associate Position in Edmonton employer: National Bank of Canada
At National Bank, we pride ourselves on being an exceptional employer that fosters a dynamic and inclusive work culture. As a Senior Manager in the Business Flex team, you will benefit from our commitment to employee growth through personalized coaching and continuous learning opportunities, all while working in a collaborative environment that values your ideas and contributions. With a strong focus on health and wellness, competitive benefits, and a mission to positively impact lives, National Bank is the ideal place for those seeking meaningful and rewarding employment in Ontario.
