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Wealth Management Associate
2 months ago
We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at NBC. As a Wealth Management Associate, 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 inquiries and requests 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, ensuring accurate and up-to-date information is maintained.
- Portfolio Management: Produce portfolio management reports, providing clients with a clear understanding of their investment portfolios.
- Administrative Support: Carry out administrative tasks, including managing agendas, scheduling appointments, and preparing client meetings.
- Compliance and Risk Management: Ensure adherence to compliance and risk management rules, maintaining a high level of integrity and professionalism in all interactions.
NBC is a leading financial institution dedicated to providing exceptional service to our clients. We are committed to fostering a positive and inclusive work environment, where our employees can grow and develop their careers.
What We Offer- Competitive Compensation: We offer a competitive salary and benefits package, including health and wellness programs, flexible group insurance, and a generous pension plan.
- Professional Development: We invest in our employees' professional development, providing opportunities for training and growth.
- Work-Life Balance: We offer flexible work arrangements, including remote work options, to support our employees' work-life balance.
