Wealth Client Services & Operations Associate in London

Wealth Client Services & Operations Associate in London

London Full-Time On-site
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National Bank Financial - Wealth Management is seeking a Wealth Associate to support investment advisors, handle routine financial transactions, and maintain client files with meticulous attention to detail.

You will generate portfolio reports, manage meeting schedules, and ensure compliance. Strong MS Office skills and CSC/CIRE exam completion are preferred; two years' experience required.

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Wealth Client Services & Operations Associate in London 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.

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Contact Details:

National Bank of Canada Recruitment Team