A career as an Associate in the Wealth Management team 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 wealth 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 emailAnalyze client accounts to prepare for activities that support wealth advisors in their business developmentDiligently carry out transactions related to investment accountsOpen and update client filesCoordinate advisors’ agendas, schedule appointments, and prepare clients meetingsEnsure adherence to compliance and risk management rulesYour team : National Bank Financial - Wealth Management is the fifth largest investment brokerage firm in Canada. We have close to 1,000 investment advisors who manage the assets of more than 400,000 clients in about 100 branches. Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your success.We want to contribute to your quality of life by offering you as much flexibility as possible in your work. For example, we offer a hybrid (remote and in the office) work model, work schedule arrangements to help you achieve work / life balance, and flexible leave that you can take when it's important to you.Prerequisites : College diploma in a related fieldAt least one year of relevant experience in a related field such as banking operations, customer service, or administrationGood knowledge of the Microsoft Office suiteOrganizational and priority management skills#INDGPYour benefitsIn addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family.