Description
Enhance client relations as a Wealth Associate in the Wealth Management team at National Bank. This hybrid role focuses on delivering exceptional customer service and supporting wealth advisors effectively.
As an Associate in the Wealth Management team, you will play a vital role in ensuring smooth communication among clients, advisors, and teams. You'll provide superior service via phone, email, and in-person interactions. Your responsibilities include analyzing client accounts and coordinating schedules for advisor meetings, all while adhering to compliance and risk management rules.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Deliver exceptional customer service across multiple channels
• Analyze client accounts for wealth advising support
• Open and maintain accurate client files
• Schedule and coordinate advisor appointments
Requirements:
• College diploma in a relevant field...
As an Associate in the Wealth Management team, you will play a vital role in ensuring smooth communication among clients, advisors, and teams. You'll provide superior service via phone, email, and in-person interactions. Your responsibilities include analyzing client accounts and coordinating schedules for advisor meetings, all while adhering to compliance and risk management rules.
Key Responsibilities:
• Communicate effectively with clients and advisors
• Deliver exceptional customer service across multiple channels
• Analyze client accounts for wealth advising support
• Open and maintain accurate client files
• Schedule and coordinate advisor appointments
Requirements:
• College diploma in a relevant field...
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