Hybrid Wealth Associate - Client Services & Banking Ops

National Bank of Canada; Elkview (WV); Hybrid; USD 35,000 - 52,000; 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

Involvement in community initiatives

Telemedicine service

Virtual sleep clinic

Job summary

National Bank Financial – Wealth Management in Canada seeks a team-oriented professional to support wealth advisors by ensuring effective communication between clients, advisors and collaborators, delivering superb customer service in person, by phone, and by email, and helping prepare for business development.

The role emphasizes a hybrid work model, flexible leave, and a range of benefits designed to promote wellbeing for employees and families.

Qualifications

• College diploma in a related field.
• At least one year of relevant experience in a related field such as banking operations, customer service, or administration.
• Good knowledge of the Microsoft Office suite.
• Organizational and priority management skills.

Responsibilities

• Ensure effective communication between all parties (clients, advisors, and various collaborators)
• Provide superior customer service in person, on the phone, and by email
• Analyze client accounts to prepare for activities that support wealth advisors in their business development
• Diligently carry out transactions related to investment accounts
• Open and update client files
• Coordinate advisors’ agendas, schedule appointments, and prepare clients meetings
• Ensure adherence to compliance and risk management rules

Skills

Organizational skills

Priority management

Education

College diploma in a related field

Tools

Microsoft Office

Job description

National Bank Financial – Wealth Management in Canada seeks a team-oriented professional to support wealth advisors by ensuring effective communication between clients, advisors and collaborators, delivering superb customer service in person, by phone, and by email, and helping prepare for business development.

The role emphasizes a hybrid work model, flexible leave, and a range of benefits designed to promote wellbeing for employees and families.