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Job Overview
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: Support investment advisors in providing superior customer service and be available to meet client requests Carry out routine operations related to financial transactions (e.g., purchases an…
What you'll do
- Support investment advisors in providing superior customer service
- Be available to meet client requests
- Carry out routine operations related to financial transactions (e.g., purchases)
- Offer exceptional customer service with positive, long-term impact on clients
What you'll need
- Ability to work in synergy with clients and colleagues
- Available to meet client requests
- Capable of supporting investment advisors
About the Company
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