Wealth Management Associate: Client Experience & Ops

National Bank of Canada; Winnipeg; Hybrid; CAD 45,000 - 65,000; Full time

Benefits offered by this job

Health and wellness program

Group insurance

Generous pension plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Winnipeg is seeking an Associate for their Wealth Management team. This role involves ensuring effective communication and providing exceptional customer service to clients and advisors. Candidates should have relevant experience in banking or customer service and a college diploma in a related field. The position offers a hybrid work model, enhancing work-life balance while providing various employee benefits, including health programs and a pension plan.

Qualifications

• Minimum of one year relevant experience in banking operations, customer service, or administration
• Good knowledge and usage of Microsoft Office suite

Responsibilities

• Ensure effective communication between clients, advisors, and collaborators
• Provide superior customer service in various modes
• Analyze client accounts to support wealth advisors
• Open and update client files
• Coordinate advisors' agendas and schedule appointments
• Ensure adherence to compliance and risk management rules

Skills

Customer service

Organizational skills

Prioritization skills

Knowledge of Microsoft Office

Education

College diploma in a related field

Job description

A leading financial institution in Winnipeg is seeking an Associate for their Wealth Management team. This role involves ensuring effective communication and providing exceptional customer service to clients and advisors. Candidates should have relevant experience in banking or customer service and a college diploma in a related field. The position offers a hybrid work model, enhancing work-life balance while providing various employee benefits, including health programs and a pension plan.