Client Services Associate - National Bank Wealth Management …, Alberta

Step into the role of Client Services Associate with National Bank's Wealth Management team. Your contributions will enhance client interactions and support wealth advisors in providing tailored services. In this role, you will engage in vital interactions with clients, ensuring that their needs are met through exemplary service. You will be responsible for analyzing client accounts, carrying out crucial transactions, and managing the advisors' schedules efficiently. This position not only offers growth and learning opportunities but also promotes a work-life balance with a hybrid mode. Key Responsibilities: • Maintain effective communication among clients and advisors • Provide high-quality customer service on various platforms • Analyze and prepare client accounts for advisors • Process transactions related to investment management • Organize meetings and update client documentation Requirements: • Relevant college diploma required • One year of experience in customer-facing roles • Solid knowledge of Microsoft Office suite • Excellent organizational abilities and prioritization skills • Understanding of compliance and risk management regulations Bring your customer service skills and attention to detail to National Bank and make a lasting impact. #J-18808-Ljbffr Apply on Kit Job: kitjob.ca/job/2pnfc5