Wealth Management Associate in Calgary, Chestermere

Elevate client relationships in a full-time role at National Bank's Wealth Management team in Calgary. Deliver exceptional customer service and support wealth advisors in making a lasting impact.

As a Community Associate, you will work closely with wealth advisors, ensuring seamless communication and offering superior customer service. Your responsibilities include analyzing client accounts, coordinating meetings, and managing compliance tasks. This role requires a collaborative spirit to enhance the overall client experience and support business development.

Key Responsibilities:• Ensure effective communication between clients and advisors • Provide superior service in person, by phone, and email • Analyze and prepare client accounts for advisors • Carry out transactions on investment accounts diligently • Schedule appointments and manage advisor agendas

Requirements:• College diploma in a related field • Minimum one year of relevant experience • Proficient in Microsoft Office suite • Strong organizational skills • Fluent in English

Support wealth advisors with exceptional service and contribute to the success of National Bank's Wealth Management in Calgary. #J-18808-Ljbffr