Job Description
Job Overview
A career as a Wealth Associate at National Bank where you will showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors stand out by offering exceptional customer service that will have a positive, long‑term impact on our clients.
Responsibilities
- Support investment advisors in providing superior customer service and be available to meet client requests
- Carry out routine operations related to financial transactions (e.g., purchases and sales of securities, necessary transaction adjustments)
- Carry out deposit, withdrawal, transfer, and currency conversion instructions for all investment accounts and ensure diligent follow‑up
- Analyze, open, and update client files
- Produce portfolio management reports
- Administer client files by managing agendas, scheduling appointments, and preparing client meetings
- Ensure adherence to compliance a...