Wealth Client Services SpecialistNational Bank of Canada • Kelowna, Regional District of Central Okanagan, CA
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Wealth Client Services Specialist
National Bank of Canada • Kelowna, Regional District of Central Okanagan, CA
Il y a 12 jours
Type de contrat
- Temps plein
Description de poste
A leading bank in Canada is looking for a Wealth Associate. This entry-level role involves supporting investment advisors by providing exceptional customer service. Responsibilities include managing financial transactions, updating client files, and producing portfolio reports. Candidates should have a college diploma and relevant experience in finance. The role comes with various benefits including a wellness program and flexible insurance options. This is a great opportunity for individuals passionate about the banking industry.
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Client Service Specialist • Kelowna, Regional District of Central Okanagan, CA
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