Wealth Management Associate
5 days ago
We are seeking a highly skilled and motivated Wealth Management Associate to join our team at National Bank. As a key member of our Wealth Management team, you will play a critical role in supporting our investment advisors in providing exceptional customer service to our clients.
Key Responsibilities- Client Support: Provide superior customer service to clients, responding to their requests and inquiries in a timely and professional manner.
- Financial Transactions: Carry out routine operations related to financial transactions, including purchases and sales of securities, transaction adjustments, and deposit, withdrawal, transfer, and currency conversion instructions.
- Client File Management: Analyze, open, and update client files, produce portfolio management reports, and ensure diligent follow-up on client requests.
- Administrative Support: Manage client files, schedule appointments, and prepare client meetings, ensuring adherence to compliance and risk management rules.
Our Wealth Management team is a dynamic and collaborative group of professionals who are passionate about delivering exceptional client experiences. As a Wealth Management Associate, you will work closely with our investment advisors to provide tailored solutions to our clients' financial needs.
What We Offer- Competitive Compensation: A competitive salary and benefits package that reflects your value to our organization.
- Professional Development: Opportunities for professional growth and development, including training and mentorship programs.
- Flexible Work Arrangements: A hybrid work model that allows you to balance your work and personal life.
- Employee Benefits: A comprehensive benefits package that includes health and wellness programs, flexible group insurance, and a generous pension plan.
- Education: A college and/or university diploma in a related field.
- Experience: Two years of relevant experience in the banking, insurance, and/or financial industry.
- Skills: Excellent knowledge of the Microsoft Office suite, excellent customer service skills, and the ability to work in a fast-paced environment.
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Kirkland, Quebec, Canada National Bank Full timeAbout the RoleThis is a dynamic opportunity to join our team as a Wealth Management Associate at National Bank. As a key member of our Wealth Management team, you will play a vital role in supporting our investment advisors in providing exceptional customer service to our clients.Key ResponsibilitiesClient Support: Provide superior customer service to...
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