Wealth Management Associate - Client Service & Ops (Hybrid)

National Bank of Canada; Surrey; Hybride; CAD 52 000 - 66 000; Plein temps

Avantages offerts par ce poste

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and family assistance program

Telemedicine service

Virtual sleep clinic

Community involvement opportunities

Résumé du poste

National Bank of Canada Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities across the team.

You will help prepare client analyses, process investment transactions, and maintain client files, while ensuring compliance and risk management practices are followed. The role offers hybrid work options and opportunities to grow within a major Canadian financial institution.

Qualifications

• College diploma in a related field.
• Proven ability to provide strong customer service.
• Experience in banking operations, customer service or administration is a plus.
• Knowledge of Microsoft Office suite.

Responsabilités

• Ensure effective communication between clients, advisors and collaborators.
• Provide superior customer service in person, on the phone, and by email.
• Analyze client accounts to prepare activities supporting wealth advisors.
• Diligently carry out transactions related to investment accounts.
• Open and update client files.
• Coordinate advisors' agendas and prepare client meetings.
• Ensure adherence to compliance and risk management rules.

Connaissances

Client-focused

Communication

Organizational skills

Multitasking

Digital literacy

Formation

College diploma in a related field

Outils

Microsoft Office

Description du poste

National Bank of Canada Wealth Management is seeking an Associate to support wealth advisors by delivering exceptional client service and coordinating activities across the team.

You will help prepare client analyses, process investment transactions, and maintain client files, while ensuring compliance and risk management practices are followed. The role offers hybrid work options and opportunities to grow within a major Canadian financial institution.