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Associate (On-Site) Support Specialist
2 months ago
We are seeking a highly skilled and motivated Associate (On-Site) to join our Wealth Management team at National Bank. As a key member of our team, you will play a vital role in providing exceptional customer service and supporting our investment advisors in their business development.
Key Responsibilities- Ensure effective communication between 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 investment 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
National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with close to 1,000 investment advisors managing the assets of over 400,000 clients in about 100 branches. As a member of our team, you will have the opportunity to work collaboratively with our investment advisors to offer an exceptional client experience.
What We OfferWe are committed to providing a dynamic and inclusive work environment that fosters growth and development. Our benefits package includes a wide range of flexible benefits to promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, and generous pension plans.
Requirements- 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
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