Customer Service Associate Wealth Management
Location
brossard, montérégie
Job Type
Full-time
Category
Other-General
Posted
June 09, 2026
Join National Bank as a Customer Service Associate in Wealth Management and make a meaningful impact through exceptional client interactions. Experience a flexible hybrid working model while supporting advisors in providing stellar service.
As part of the Wealth Management division, you will work with advisors to ensure seamless communication, analyze client accounts, and manage appointments effectively. Your focus on customer service, compliance, and transaction accuracy will help enhance the overall client experience at one of Canada's largest investment brokers.
Key Responsibilities:
• Facilitate effective communication with clients and advisors
• Offer superior customer service during interactions
• Review and analyze client accounts as needed
• Process investment-related transactions accurately
• Coordinate advisors' schedules and client meetings
Requirements:
• College diploma in a relevant area
• Over a year of experience in a related field
• Pro...
As part of the Wealth Management division, you will work with advisors to ensure seamless communication, analyze client accounts, and manage appointments effectively. Your focus on customer service, compliance, and transaction accuracy will help enhance the overall client experience at one of Canada's largest investment brokers.
Key Responsibilities:
• Facilitate effective communication with clients and advisors
• Offer superior customer service during interactions
• Review and analyze client accounts as needed
• Process investment-related transactions accurately
• Coordinate advisors' schedules and client meetings
Requirements:
• College diploma in a relevant area
• Over a year of experience in a related field
• Pro...