Become an Investment Service Associate with National Bank and support wealth advisors in delivering exceptional client service in a hybrid working environment.
This role is integral to the Wealth Management team, where your focus will be on enhancing customer satisfaction and ensuring seamless communication among clients and advisors. You will handle client transactions, maintain accurate records, and assist in the effective execution of business development strategies. The hybrid work arrangement promotes a balanced lifestyle while allowing you to optimize service quality.
Key Responsibilities:
• Ensure smooth interactions between clients and wealth advisors
• Provide prompt and professional service via phone and email
• Assess client accounts and prepare for advisor support
• Diligently execute investment-related transactions
• Coordinate client meetings and manage advisors' schedules
Requirements:
• Completion of a college diploma in a relevant area
• M...