adjoint - Medicine Hat
Only for registered members Medicine Hat, Canada
1 month ago
Job summary
As an assistant in the Wealth Management team at National Bank, you will provide exceptional client service and work in synergy with clients and colleagues to have a positive long-term impact on our clients.
Responsibilities
- Ensure effective communication between all stakeholders (customers, advisors, and various employees).
- Provide superior customer service, in person, over the phone and via email.
- Carry out analysis of client accounts with a view to activities related to the development of the business of wealth management advisors.
- Coordinate the advisors' schedules, make appointments and prepare meetings with clients.
Job description
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