Client-Focused Wealth Associate Position
N
National Bank
📍 quebec, capitale nationale, Canada
Job Description
Elevate your career in wealth management as a Wealth Associate with National Bank, providing vital support to wealth advisors. Enjoy a flexible hybrid work model that enhances your work-life balance.
This position is pivotal in the Khalil Advisor Group, where you will deliver outstanding customer service and facilitate effective communication among clients and advisors. Your role includes managing client accounts, coordinating schedules, and ensuring compliance with industry standards.
Key Responsibilities:
• Ensure clear communication between clients and advisors
• Deliver exceptional customer service in various modes
• Prepare client accounts for business development activities
• Handle investment account transactions diligently
• Open and maintain client files systematically
• Manage advisors’ agendas and coordinate meetings
• Adhere strictly to compliance and risk rules
Requirements:
• College diploma in a related field
• One year of relevant wor...
This position is pivotal in the Khalil Advisor Group, where you will deliver outstanding customer service and facilitate effective communication among clients and advisors. Your role includes managing client accounts, coordinating schedules, and ensuring compliance with industry standards.
Key Responsibilities:
• Ensure clear communication between clients and advisors
• Deliver exceptional customer service in various modes
• Prepare client accounts for business development activities
• Handle investment account transactions diligently
• Open and maintain client files systematically
• Manage advisors’ agendas and coordinate meetings
• Adhere strictly to compliance and risk rules
Requirements:
• College diploma in a related field
• One year of relevant wor...