Job Description
Overview
A career as an Associate in the Exclusive Remote Advisory Service team at National Bank means supporting our clients in achieving their life goals. In this role, you help National Bank Financial, Wealth Management stand out by delivering exceptional customer service and making a positive long-term impact on our clients.
Your Role
- Support the team to provide top-quality customer service and be available to respond to client requests.
- Execute deposit, withdrawal, and transfer instructions on all investment accounts and ensure diligent follow-up.
- Analyze and open client files and keep them up to date.
- Handle the administrative management of client files, including managing agendas, scheduling appointments, and preparing for client meetings.
- Ensure compliance with regulations and risk management policies.
Your Team
Within the Exclusi...