Associate (Hybrid).

Updated: April 24, 2024 03:31 PM GMT

ClickJobs.io

Brossard, QC

Attendance Hybrid Job Number 20553 Category Support Status: Permanent Type of Contract Permanent Schedule: Full-Time Full Time / Part Time? Full-Time Posting date 14-Mar-2024 Location: Brossard, Quebec City Brossard Province/State Quebec Area of Interest: Wealth management A career as a Wealth Management Assistant at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues. In this role, you will help investment advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our clients. Your job: 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 investment advisors in their business development Diligently carry out transactions related to investment accounts Open and update client files Coordinate... More Detail

Apply Now