Senior Client Service Associate

2 weeks ago

SaintJérôme, Quebec, Canada National Bank Full time

About the Role:

We are seeking a highly skilled and detail-oriented Senior Client Service Associate to join our Wealth Management team at National Bank. As a key member of our team, you will be responsible for providing exceptional customer service to our clients, working closely with investment advisors to support their business development, and ensuring compliance with regulatory requirements.

Key Responsibilities:

  • Provide superior customer service to clients, responding to their inquiries and resolving issues in a timely and professional manner.
  • Work closely with investment advisors to prepare for activities that support their business development, including analyzing client accounts and coordinating meetings.
  • Ensure adherence to compliance and risk management rules, maintaining accurate records and reporting any issues to management.
  • Coordinate advisors' agendas, schedule appointments, and prepare clients' meetings.

About Us:

National Bank Financial – Wealth Management is a leading mutual funds brokerage firm in Canada, with a strong commitment to providing exceptional service to our clients. We offer a dynamic work environment, flexible work arrangements, and a comprehensive benefits package to support the well-being of our employees.

Requirements:

  • College diploma in a related field, such as business administration or finance.
  • 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 and ability to learn new software quickly.
  • Organizational and priority management skills, with the ability to work in a fast-paced environment.

What We Offer:

In addition to competitive compensation, we offer a comprehensive benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan. We also offer opportunities for professional development and career advancement, as well as a dynamic work environment that fosters collaboration and teamwork.

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