Hybrid Wealth Management Associate: Client Service

2 hours ago


Kelowna, Canada Banque Nationale du Canada Full time

A leading financial institution in Canada is seeking an Associate in Wealth Management. This role involves assisting wealth advisors by providing exceptional customer service and effective communication with clients. Key responsibilities include analyzing client accounts, managing files, and coordinating advisors' schedules. The ideal candidate will have a college diploma and relevant experience in customer service or banking operations. A hybrid work model and flexible benefits are offered.
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