Customer Service Associate
2 weeks ago
We are seeking a highly skilled Customer Service Associate to join our Wealth Management team at National Bank. In this role, you will be responsible for delivering exceptional customer service and supporting wealth advisors in their business development.
About the JobAs a Customer Service Associate, you will be the first point of contact for clients and will be responsible for ensuring effective communication between all parties involved. You will provide superior customer service in person, on the phone, and via email, analyze client accounts to prepare for activities that support wealth advisors in their business development, and diligently carry out transactions related to investment accounts.
You will also be responsible for opening and updating client files, coordinating advisors' agendas, scheduling appointments, and preparing client meetings. Additionally, you will ensure adherence to compliance and risk management rules.
Your TeamNational 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 across 100 branches. As a member of our team, you will have the opportunity to work closely with a wealth advisor to offer an exceptional client experience and drive business growth.
What We OfferWe value flexibility and work-life balance, offering a hybrid (remote and in-office) work model, flexible leave arrangements, and a range of benefits to support your overall wellbeing and quality of life.
PrerequisitesTo be successful in this role, you will require a college diploma in a related field, at least one year of relevant experience in banking operations, customer service, or administration, and good knowledge of the Microsoft Office suite. Strong organizational and priority management skills are essential.
Salary and BenefitsThe estimated salary for this position is $55,000 - $65,000 per year, depending on experience. In addition to competitive compensation, you will be eligible for a wide range of flexible benefits, including health and wellness programs, group insurance, pension plans, employee share ownership plans, and more.
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