Associate

1 week ago

Richmond Hill, Canada National Bank of Canada Full time

Join to apply for the Associate role at National Bank of Canada to help wealth advisors by providing exceptional customer service and improving client experience. Responsibilities Ensure effective communication between all parties (clients, advisors, and various collaborators) Provide superior customer service in person, on the phone, and by email Analyze client accounts to prepare for activities that support wealth advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings Ensure adherence to compliance and risk management rules Your team National Bank Financial – Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success. Qualifications College diploma in a related field At least one year of relevant experience in a related field such as banking operations, customer service, or administration Good knowledge of the Microsoft Office suite Organizational and priority management skills Knowledge of insurance is an asset Benefits In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family. Health and wellness program, including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and Family Assistance Program Preferential banking services Opportunities to get involved in community initiatives Telemedicine service Virtual sleep clinic Additional Requirements Additional required languages: English Seniority Level Entry level Employment Type Full-time Job Function Other Industries Banking Referrals increase your chances of interviewing at National Bank of Canada by 2x. Location: Toronto, Ontario, Canada. Salary: CA$115,000.00-CA$150,000.00. Posted: 3 weeks ago. #J-18808-Ljbffr

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