Client Service Associate

5 days ago

Québec, Quebec, Canada National Bank Full time

About the Role:

We are seeking a highly skilled and motivated Associate to join our Wealth Management team at National Bank. As an Associate, you will play a key role in supporting our wealth advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:

  • Client Communication: Ensure effective communication with clients, advisors, and internal stakeholders to provide seamless service and support.
  • Account Analysis: Analyze client accounts to identify opportunities for growth and develop strategies to support wealth advisors in their business development.
  • Transaction Management: Process transactions related to investment accounts with accuracy and efficiency.
  • Client Onboarding: Coordinate the onboarding process for new clients, including opening and updating client files.
  • Agenda Management: Schedule appointments and prepare for client meetings to ensure a smooth and productive experience.
  • Compliance and Risk Management: Ensure adherence to regulatory requirements and risk management policies to maintain a secure and compliant environment.

About Our Team:

National Bank Financial - Wealth Management is a leading provider of wealth management services in Canada, with a strong presence in the market. Our team is dedicated to delivering exceptional client service and driving business growth through innovative solutions and strategic partnerships.

What We Offer:

  • Competitive Compensation: A comprehensive compensation package that recognizes your skills and experience.
  • Flexible Work Arrangements: A hybrid work model that allows you to balance your work and personal life.
  • Professional Development: Opportunities for growth and development through training and mentorship programs.
  • Collaborative Environment: A dynamic and supportive team environment that fosters collaboration and innovation.

Requirements:

  • Education: A college diploma in a related field, such as business administration or finance.
  • Experience: At least one year of relevant experience in a related field, such as banking operations, customer service, or administration.
  • Skills: Strong communication and organizational skills, with the ability to work in a fast-paced environment.

Benefits:

  • Health and Wellness Program: A comprehensive program that includes health and wellness initiatives, employee assistance programs, and more.
  • Flexible Group Insurance: A flexible group insurance plan that offers a range of benefits to support your health and well-being.
  • Generous Pension Plan: A pension plan that provides a secure retirement income.
  • Employee Share Ownership Plan: An employee share ownership plan that allows you to share in the success of the company.
  • Employee and Family Assistance Program: A program that provides support and resources for employees and their families.
  • Preferential Banking Services: Preferential banking services that offer exclusive benefits and rewards.
  • Opportunities for Community Involvement: Opportunities to get involved in community initiatives and give back to the community.
  • Telemedicine Service: A telemedicine service that provides convenient access to medical care.
  • Virtual Sleep Clinic: A virtual sleep clinic that offers support and resources for improving sleep health.

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