Wealth Management Support Specialist

National Bank of Canada; Quebec; On-site; CAD 42,000 - 64,000; Full time

Benefits offered by this job

Health and wellness program

Flexible group insurance

Generous pension plan

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities for community involvement

Telemedicine service

Virtual sleep clinic

Job summary

A leading financial institution in Quebec is seeking an Associate for its Wealth Management team. This role focuses on delivering exceptional customer service and supporting wealth advisors with their business development. Responsibilities include effective communication with clients, managing client files, and carrying out transactions related to investment accounts. Candidates should have a university diploma and relevant experience in customer service or banking operations. Strong organizational skills and Microsoft Office proficiency are required.

Qualifications

• University diploma required in a related field.
• Minimum one year of relevant experience in banking operations or customer service.
• Good proficiency in Microsoft Office applications.

Responsibilities

• Ensure effective communication among clients and advisors.
• Provide superior customer service in various mediums.
• Analyze client accounts to support wealth advisors.

Skills

Customer service

Communication

Organizational skills

Priority management

Microsoft Office proficiency

Knowledge of financial regulations

Education

University diploma in a related field

Job description

A leading financial institution in Quebec is seeking an Associate for its Wealth Management team. This role focuses on delivering exceptional customer service and supporting wealth advisors with their business development. Responsibilities include effective communication with clients, managing client files, and carrying out transactions related to investment accounts. Candidates should have a university diploma and relevant experience in customer service or banking operations. Strong organizational skills and Microsoft Office proficiency are required.