Wealth Operations & Client Support Associate

Banque Nationale du Canada; Edmonton; On-site; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and Family Assistance Program

Preferential banking services

Opportunities to get involved in community initiatives

Virtual sleep clinic

Job summary

A prominent financial institution in Canada is seeking a Wealth Associate to support investment advisors and enhance customer service. Candidates must have a college diploma, relevant experience, and strong skills in communication and organization. This role will involve managing client files and assisting with financial transactions. The ideal candidate should be detail-oriented and proficient in Microsoft Office, looking to thrive in a supportive and inclusive environment.

Qualifications

• Minimum two years of relevant experience in the banking or financial industry.
• Experience in back-office operations and customer service is beneficial.

Responsibilities

• Support investment advisors in providing superior customer service.
• Carry out routine operations related to financial transactions.
• Administer client files and manage schedules.

Skills

Communication

Critical Thinking

Information Analysis

Multitasking

Organization Skills

Problem Solving

Stress Management

Teamwork

Wealth Management

Cybersecurity

Accountability

Client-focused

Detail-oriented

Digital literacy

Initiative

Education

Completed college and/or university diploma in a related field

Completion of the Canadian Securities Course (CSC)

Completion of the Conduct and Practices Handbook Course

Tools

Microsoft Office Suite

Job description

A prominent financial institution in Canada is seeking a Wealth Associate to support investment advisors and enhance customer service. Candidates must have a college diploma, relevant experience, and strong skills in communication and organization. This role will involve managing client files and assisting with financial transactions. The ideal candidate should be detail-oriented and proficient in Microsoft Office, looking to thrive in a supportive and inclusive environment.