Elevate your career as a Wealth Management Associate at National Bank. Experience a mix of remote and in-office work while providing exceptional customer service to clients.
As part of the Wealth Management team, you will work closely with wealth advisors to create lasting impacts on client relationships. Your role involves ensuring effective communication among clients and advisors, diligently conducting investment transactions, and analyzing client accounts to bolster advisor strategies. You will also offer top-notch customer service across various platforms, manage schedules, and keep compliance at the forefront of operations.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Provide superior customer service via phone, email, and in-person
• Analyze client accounts for advisor support
• Process transactions related to investment accounts
• Coordinate advisors’ schedules and prepare client meetings
Requirements:
• College diploma ...