Senior Wealth Associate

A career as a Senior Wealth Associate/Operations Manager at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

Your job:

• Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
• Develop marketing material to present the service offering for investment advisors.
• Coordinate the organization of seminars for clients and plan content for them.
• Oversee onboarding, training and coaching for new members of your team.
• Supervise the process of onboarding new clients.
• Assist investment advisors in preparing annual business plans and monitor progress.
• Lead administrative team as operations manager.
• Supervise the unlicensed assistants to ensure ta...