Wealth Management Client Service Associate
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Build exceptional client experiences with 801 Wealth in Calgary through onboarding, meeting coordination, and diligent wealth management administration.
As a Wealth Associate at National Bank Financial, you will work directly with an investment advisor. You will support high-net-worth clients through attentive administrative service and routine investment instructions. The position emphasizes organization, multitasking, communication, critical thinking, and compliance within a leading Canadian brokerage firm.
Key Responsibilities:
- Deliver a strong first impression during client onboarding
- Coordinate appointments, agendas, and portfolio reports
- Provide attentive administrative support to clients
- Complete routine deposits, transfers, withdrawals, and conversions
- Maintain compliance with risk management requirements
Requirements:
- Two to five years of related experience preferred
- Related postsecondary diploma
- Canadian Investment Regulatory Exam or recognized proficiency
- Strong Microsoft Office suite knowledge
- Salesforce or Croesus experience is an asset
Use your organization, communication, and wealth management knowledge to coordinate service for high-net-worth clients at 801 Wealth.
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