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Wealth Management Associate
3 months ago
Position Overview:
As a Wealth Management Assistant at Banque Nationale, you will play a crucial role in supporting our clients' financial journeys. Your primary focus will be on delivering outstanding service and fostering strong relationships with both clients and team members.
Key Responsibilities:
- Facilitate seamless communication among clients, financial advisors, and internal teams.
- Provide exceptional customer service through various channels, ensuring client satisfaction.
- Evaluate client portfolios to assist advisors in their strategic planning.
- Perform investment account transactions with precision and accuracy.
- Establish and manage client documentation and records.
- Organize and coordinate schedules for advisors, including client consultations.
- Adhere to compliance standards and risk management protocols.
Your Team:
At Banque Nationale's Wealth Management division, you will collaborate with a dedicated group of professionals committed to delivering top-tier service. We promote a flexible work environment that supports a healthy work-life balance.
Qualifications:
- A completed college diploma in a relevant discipline.
- A minimum of one year of experience in a similar role.
- Proficiency in Microsoft Office applications.
- Excellent organizational abilities.
Employee Benefits:
In addition to competitive salaries, we offer a comprehensive benefits package that includes healthcare options, retirement plans, employee support services, and community engagement initiatives.
Company Culture:
At Banque Nationale, we emphasize a people-first approach, valuing collaboration, adaptability, and empowerment. Our commitment to diversity and inclusion is integral to our workplace ethos, ensuring an accessible environment for all employees.
