Business Development Associate
2 weeks ago
We are seeking a highly motivated and organized Business Development Associate to join our Wealth Management team at National Bank. As an essential member of our team, you will be responsible for providing exceptional customer service and supporting wealth advisors in their business development.
Key Responsibilities- Client Support: Ensure effective communication between clients, advisors, and various collaborators to deliver outstanding customer experience.
- Customer Service: Provide superior service in person, on the phone, and via email to meet client needs.
- Account Analysis: Analyze client accounts to prepare for activities that support wealth advisors in their business development.
- Transaction Execution: Diligently carry out transactions related to investment accounts.
- File Management: Open and update client files as required.
- Agenda Coordination: Coordinate advisors' agendas, schedule appointments, and prepare client meetings.
- Education: College diploma in a related field.
- Experience: At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
- Skills: Good knowledge of the Microsoft Office suite and strong organizational and priority management skills.
In addition to competitive compensation, you will be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family, including health and wellness programs, flexible group insurance, a generous pension plan, employee share ownership plan, employee and family assistance program, preferential banking services, and opportunities to get involved in community initiatives.
About UsNational Bank Financial - Wealth Management is a leading investment brokerage firm in Canada with close to 1,000 investment advisors managing assets for over 400,000 clients across approximately 100 branches. We value agility, empowerment, and inclusivity, offering a barrier-free workplace accessible to all employees. Our mission is to have a positive impact on people's lives through partnership, agility, and empowerment.
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